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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
C
326
Covestor
United Kingdom
$94K
SAM
327
Smartleaf Asset Management
Massachusetts
$89.1K
BNP Paribas Asset Management
328
BNP Paribas Asset Management
France
$89K
WANY
329
Wealthspire Advisors (New York)
New York
$82.5K
PS
330
Principal Securities
Iowa
$79.9K
CAM
331
Clarity Asset Management
Iowa
$76.4K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$70.3K
Optiver Holding
333
Optiver Holding
Netherlands
$69.9K
AAP
334
Arax Advisory Partners
Colorado
$60.5K
VCM
335
Versant Capital Management
Arizona
$58.6K
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$52K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$50.3K
Bessemer Group
338
Bessemer Group
New Jersey
$50K
EWA
339
EverSource Wealth Advisors
Alabama
$44K
BAMF
340
BI Asset Management Fondsmaeglerselskab
Denmark
$41K
Nomura Asset Management
341
Nomura Asset Management
Japan
$35.5K
CSB
342
City State Bank
Iowa
$35.5K
CA
343
Clearstead Advisors
Ohio
$34.7K
ME
344
McIlrath & Eck
Washington
$34.4K
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$31.5K
RA
346
Rise Advisors
New York
$30K
AF
347
Allworth Financial
California
$29.7K
FFA
348
Farther Finance Advisors
California
$29.5K
CTC
349
Central Trust Company
Missouri
$28.2K
FG
350
Fairman Group
Pennsylvania
$26.8K