UMBF icon

UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
326
Acropolis Investment Management
Missouri
$150K
PS
327
Pinney & Scofield
Massachusetts
$136K
AF
328
Advisornet Financial
Minnesota
$136K +$61.2K +605 +82%
PA
329
Parallel Advisors
California
$129K +$48.3K +478 +60%
Lazard Asset Management
330
Lazard Asset Management
New York
$125K -$15.7K -156 -11%
A
331
AlphaQuest
New York
$119K -$2.55M -25,241 -96%
1IA
332
1620 Investment Advisors
Massachusetts
$105K -$39.9K -395 -28%
GI
333
GAMMA Investing
California
$93.1K +$51.2K +506 +122%
MAM
334
Marquette Asset Management
Minnesota
$82.2K +$82.2K +813 New
MCM
335
MAI Capital Management
Ohio
$78K +$10K +99 +15%
CAM
336
Clarity Asset Management
Iowa
$65K +$65K +643 New
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$63.1K +$17.4K +172 +38%
FHA
338
First Horizon Advisors
Tennessee
$59.9K +$1.11K +11 +2%
SAM
339
Smartleaf Asset Management
Massachusetts
$56.6K +$42.2K +421 +292%
BTI
340
Blue Trust Inc
Georgia
$51.8K +$51.8K +512 New
VCM
341
Versant Capital Management
Arizona
$50.3K +$44.1K +436 +703%
Optiver Holding
342
Optiver Holding
Netherlands
$48.3K +$48.3K +478 New
C
343
Covestor
United Kingdom
$45K -$11K -109 -20%
NICM
344
Neo Ivy Capital Management
New York
$42.5K +$42.5K +420 New
CTC
345
Central Trust Company
Missouri
$41.6K -$50.6K -500 -55%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$36.6K +$21.5K +213 +143%
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$36K -$4.63K -46 -11%
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
$35K +$35K +345 New
Nomura Asset Management
349
Nomura Asset Management
Japan
$30.3K
CSB
350
City State Bank
Iowa
$30.3K