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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
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
Acropolis Investment Management
Missouri
$150K
PS
327
Pinney & Scofield
Massachusetts
$136K
AF
328
Advisornet Financial
Minnesota
$136K
PA
329
Parallel Advisors
California
$129K
Lazard Asset Management
330
Lazard Asset Management
New York
$125K
A
331
AlphaQuest
New York
$119K
1IA
332
1620 Investment Advisors
Massachusetts
$105K
GI
333
GAMMA Investing
California
$93.1K
MAM
334
Marquette Asset Management
Minnesota
$82.2K
MCM
335
MAI Capital Management
Ohio
$78K
CAM
336
Clarity Asset Management
Iowa
$65K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$63.1K
FHA
338
First Horizon Advisors
Tennessee
$59.9K
SAM
339
Smartleaf Asset Management
Massachusetts
$56.6K
BTI
340
Blue Trust Inc
Georgia
$51.8K
VCM
341
Versant Capital Management
Arizona
$50.3K
Optiver Holding
342
Optiver Holding
Netherlands
$48.3K
C
343
Covestor
United Kingdom
$45K
NICM
344
Neo Ivy Capital Management
New York
$42.5K
CTC
345
Central Trust Company
Missouri
$41.6K
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$36.6K
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$36K
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
$35K
CSB
349
City State Bank
Iowa
$30.3K
Nomura Asset Management
350
Nomura Asset Management
Japan
$30.3K