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UMB Financial

399 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

2% less funds holding

Funds holding: 406399 (-7)

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.02M
Puts
$12K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
326
BNP Paribas Asset Management
France
$89K
WANY
327
Wealthspire Advisors (New York)
New York
$82.5K
PS
328
Principal Securities
Iowa
$79.9K
CAM
329
Clarity Asset Management
Iowa
$76.4K
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$70.3K
Optiver Holding
331
Optiver Holding
Netherlands
$69.9K
AAP
332
Arax Advisory Partners
Colorado
$60.5K
VCM
333
Versant Capital Management
Arizona
$58.6K
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$52K
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$50.3K
Bessemer Group
336
Bessemer Group
New Jersey
$50K
EWA
337
EverSource Wealth Advisors
Alabama
$44K
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$41K
Nomura Asset Management
339
Nomura Asset Management
Japan
$35.5K
CSB
340
City State Bank
Iowa
$35.5K
CA
341
Clearstead Advisors
Ohio
$34.7K
ME
342
McIlrath & Eck
Washington
$34.4K
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$31.5K
RA
344
Rise Advisors
New York
$30K
AF
345
Allworth Financial
California
$29.7K
FFA
346
Farther Finance Advisors
California
$29.5K
CTC
347
Central Trust Company
Missouri
$28.2K
FG
348
Fairman Group
Pennsylvania
$26.8K
PTC
349
Private Trust Company
Ohio
$25.1K
HCA
350
Harbor Capital Advisors
Illinois
$22K