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UMB Financial

399 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 117 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: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

2% less funds holding

Funds holding: 406399 (-7)

Holders
399
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
KFP
351
Kerr Financial Planning
California
$19.9K
ACM
352
Accent Capital Management
Ohio
$17.8K
QC
353
Quent Capital
New York
$17.4K
LFG
354
Larson Financial Group
Missouri
$17K
RFP
355
Root Financial Partners
California
$16.6K
IA
356
IFP Advisors
Florida
$15.7K
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$15.4K
HFS
358
Horizon Financial Services
North Carolina
$11.2K
BBHC
359
Brown Brothers Harriman & Co
New York
$10.7K
HNB
360
Huntington National Bank
Ohio
$9.7K
GRP
361
Global Retirement Partners
California
$9.24K
BTI
362
Blue Trust Inc
Georgia
$8.64K
HWM
363
Hemington Wealth Management
Virginia
$8K
CIAM
364
Caitong International Asset Management
Hong Kong
$7.81K
WAS
365
Winch Advisory Services
Wisconsin
$7.8K
KFI
366
Key Financial Inc
Pennsylvania
$7.45K
HIM
367
Hillsdale Investment Management
Ontario, Canada
$7.1K
HWA
368
HHM Wealth Advisors
Tennessee
$6.63K
JWA
369
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
370
Mather Group
Illinois
$5.92K
FIA
371
FNY Investment Advisers
New York
$5K
MCM
372
Manchester Capital Management
Vermont
$4.26K
ASN
373
Advisory Services Network
Georgia
$4.26K
SL
374
Salomon & Ludwin
Virginia
$4.18K
PWMG
375
Private Wealth Management Group
New Jersey
$4.14K