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UMB Financial

411 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 160 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)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 160

Holders
411
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
HNB
326
Hilltop National Bank
Wyoming
$101K
MAM
327
Marquette Asset Management
Minnesota
$95K
ECSS
328
Eurizon Capital SGR SpA
$88.2K
TC
329
Trust Company
Kansas
$77.1K
CAM
330
Clarity Asset Management
Iowa
$74.5K
ACM
331
Aster Capital Management
United Arab Emirates
$73.4K
KAS
332
Kestra Advisory Services
Texas
$68.9K
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$67.6K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$66.3K
VCM
335
Versant Capital Management
Arizona
$58.7K
Bessemer Group
336
Bessemer Group
New Jersey
$52K
CIAM
337
Caitong International Asset Management
Hong Kong
$50.8K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$48.9K
GRP
339
Global Retirement Partners
California
$46.6K
EWA
340
EverSource Wealth Advisors
Alabama
$43.6K
WG
341
Wellington Group
Indiana
$43K
Optiver Holding
342
Optiver Holding
Netherlands
$42.1K
RIL
343
Rothschild Investment LLC
Illinois
$39.2K
TM
344
Torren Management
California
$37K
CSB
345
City State Bank
Iowa
$34.5K
Nomura Asset Management
346
Nomura Asset Management
Japan
$34.5K
HHCP
347
Hilton Head Capital Partners
South Carolina
$34.1K
AAP
348
Arax Advisory Partners
Colorado
$33.9K
ME
349
McIlrath & Eck
Washington
$33.5K
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$31K