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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
326
Global Retirement Partners
California
$5.19K +$677 +6 +15%
JWA
327
JFS Wealth Advisors
Pennsylvania
$5.08K
FIA
328
FNY Investment Advisers
New York
$5K
MCM
329
Manchester Capital Management
Vermont
$4.06K
HWM
330
Hemington Wealth Management
Virginia
$4K +$1.56K +16 +64%
BIA
331
Bell Investment Advisors
California
$2.48K
HCP
332
Hexagon Capital Partners
Arkansas
$2.37K -$9.71K -86 -80%
GM
333
GeoWealth Management
Illinois
$1.92K -$564 -5 -23%
CFGS
334
Concourse Financial Group Securities
Alabama
$1.57K +$121 +1 +8%
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$1.47K
SIC
336
SJS Investment Consulting
Ohio
$1.36K -$226 -2 -14%
PWMG
337
Private Wealth Management Group
New Jersey
$1.24K
QL
338
Quarry LP
New York
$1.13K -$4.52K -40 -80%
CAL
339
Capital Advisors Ltd
Ohio
$1K
CA
340
Continuum Advisory
Idaho
$677
FFO
341
Fortitude Family Office
Arizona
$677
BIG
342
Brooklyn Investment Group
New York
$565 +$565 +5 New
HNB
343
Huntington National Bank
Ohio
$451 -$2.82K -25 -86%
Amundi
344
Amundi
France
$441 +$441 +4 New
WA
345
WPG Advisers
Maryland
$339 +$339 +3 New
IA
346
IFP Advisors
Florida
$339 +$339 +3 New
GFPC
347
Global Financial Private Client
Florida
$339 +$339 +3 New
PWM
348
Parkworth Wealth Management
California
$226 +$226 +2 New
PFBT
349
Parkside Financial Bank & Trust
Missouri
$113
TFM
350
TFC Financial Management
Massachusetts
$113