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UMB Financial

407 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 159

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
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Marquette Asset Management
Minnesota
$95K
ECSS
327
Eurizon Capital SGR SpA
$88.2K
TC
328
Trust Company
Kansas
$77.1K
CAM
329
Clarity Asset Management
Iowa
$74.5K
ACM
330
Aster Capital Management
United Arab Emirates
$73.4K
KAS
331
Kestra Advisory Services
Texas
$68.9K
PWPS
332
Pinnacle Wealth Planning Services
Ohio
$67.6K
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$66.3K
VCM
334
Versant Capital Management
Arizona
$58.7K
Bessemer Group
335
Bessemer Group
New Jersey
$52K
CIAM
336
Caitong International Asset Management
Hong Kong
$50.8K
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$48.9K
GRP
338
Global Retirement Partners
California
$46.6K
EWA
339
EverSource Wealth Advisors
Alabama
$43.6K
Optiver Holding
340
Optiver Holding
Netherlands
$42.1K
RIL
341
Rothschild Investment LLC
Illinois
$39.2K
TM
342
Torren Management
California
$37K
Nomura Asset Management
343
Nomura Asset Management
Japan
$34.5K
CSB
344
City State Bank
Iowa
$34.5K
HHCP
345
Hilton Head Capital Partners
South Carolina
$34.1K
AAP
346
Arax Advisory Partners
Colorado
$33.9K
ME
347
McIlrath & Eck
Washington
$33.5K
Mitsubishi UFJ Asset Management
348
Mitsubishi UFJ Asset Management
Japan
$31K
CA
349
Clearstead Advisors
Ohio
$30.5K
CTC
350
Central Trust Company
Missouri
$27.4K