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UMB Financial

405 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 158

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECSS
326
Eurizon Capital SGR SpA
$88.2K
TC
327
Trust Company
Kansas
$77.1K
CAM
328
Clarity Asset Management
Iowa
$74.5K
ACM
329
Aster Capital Management
United Arab Emirates
$73.4K
KAS
330
Kestra Advisory Services
Texas
$68.9K
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$67.6K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$66.3K
VCM
333
Versant Capital Management
Arizona
$58.7K
Bessemer Group
334
Bessemer Group
New Jersey
$52K
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$48.9K
GRP
336
Global Retirement Partners
California
$46.6K
EWA
337
EverSource Wealth Advisors
Alabama
$43.6K
Optiver Holding
338
Optiver Holding
Netherlands
$42.1K
RIL
339
Rothschild Investment LLC
Illinois
$39.2K
TM
340
Torren Management
California
$37K
Nomura Asset Management
341
Nomura Asset Management
Japan
$34.5K
CSB
342
City State Bank
Iowa
$34.5K
HHCP
343
Hilton Head Capital Partners
South Carolina
$34.1K
AAP
344
Arax Advisory Partners
Colorado
$33.9K
ME
345
McIlrath & Eck
Washington
$33.5K
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$31K
CA
347
Clearstead Advisors
Ohio
$30.5K
CTC
348
Central Trust Company
Missouri
$27.4K
KAS
349
Kemnay Advisory Services
New York
$26.9K
KFP
350
Kerr Financial Planning
California
$26.6K