UMBF icon

UMB Financial

405 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, 126 increasing their positions, 158 reducing their positions, and 36 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: 126 | Existing positions reduced: 158

Holders
405
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
AF
351
Allworth Financial
California
$26.6K
FG
352
Fairman Group
Pennsylvania
$26.1K
PTC
353
Private Trust Company
Ohio
$25.7K
HCA
354
Harbor Capital Advisors
Illinois
$22K
RFP
355
Root Financial Partners
California
$19.3K
AWA
356
Acumen Wealth Advisors
Tennessee
$18K
ACM
357
Accent Capital Management
Ohio
$17.3K
QC
358
Quent Capital
New York
$17.1K
LFG
359
Larson Financial Group
Missouri
$16K
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$15K
DT
361
DV Trading
Illinois
$11.5K
HFS
362
Horizon Financial Services
North Carolina
$10.9K
BBHC
363
Brown Brothers Harriman & Co
New York
$10.4K
HNB
364
Huntington National Bank
Ohio
$8.97K
JWA
365
JFS Wealth Advisors
Pennsylvania
$8.64K
BTI
366
Blue Trust Inc
Georgia
$8.4K
KFI
367
Key Financial Inc
Pennsylvania
$7.25K
HIM
368
Hillsdale Investment Management
Ontario, Canada
$6.9K
HWA
369
HHM Wealth Advisors
Tennessee
$6.44K
SAG
370
SageView Advisory Group
California
$5.18K
FIA
371
FNY Investment Advisers
New York
$5K
SL
372
Salomon & Ludwin
Virginia
$4.19K
MCM
373
Manchester Capital Management
Vermont
$4.14K
IA
374
IFP Advisors
Florida
$3.8K
SS
375
Sunbelt Securities
Texas
$3.8K