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UMB Financial

394 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 116 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
RFP
351
Root Financial Partners
California
$16.6K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$15.4K
HFS
353
Horizon Financial Services
North Carolina
$11.2K
BBHC
354
Brown Brothers Harriman & Co
New York
$10.7K
HNB
355
Huntington National Bank
Ohio
$9.7K
GRP
356
Global Retirement Partners
California
$9.24K
BTI
357
Blue Trust Inc
Georgia
$8.64K
HWM
358
Hemington Wealth Management
Virginia
$8K
CIAM
359
Caitong International Asset Management
Hong Kong
$7.81K
WAS
360
Winch Advisory Services
Wisconsin
$7.8K
KFI
361
Key Financial Inc
Pennsylvania
$7.45K
HIM
362
Hillsdale Investment Management
Ontario, Canada
$7.1K
HWA
363
HHM Wealth Advisors
Tennessee
$6.63K
JWA
364
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
365
Mather Group
Illinois
$5.92K
MCM
366
Manchester Capital Management
Vermont
$4.26K
ASN
367
Advisory Services Network
Georgia
$4.26K
SL
368
Salomon & Ludwin
Virginia
$4.18K
PWMG
369
Private Wealth Management Group
New Jersey
$4.14K
SS
370
Sunbelt Securities
Texas
$3.91K
WTA
371
Washington Trust Advisors
Massachusetts
$3.19K
JWM
372
JPL Wealth Management
Colorado
$2.72K
PFBT
373
Parkside Financial Bank & Trust
Missouri
$2.6K
FFO
374
Fortitude Family Office
Arizona
$2.6K
BIA
375
Bell Investment Advisors
California
$2.6K