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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
ME
351
McIlrath & Eck
Washington
$29.4K +$29.4K +291 New
Bessemer Group
352
Bessemer Group
New Jersey
$29K +$10.7K +104 +58%
RIL
353
Rothschild Investment LLC
Illinois
$27.4K +$22.3K +221 +442%
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$26.9K +$26.9K +266 New
HCA
355
Harbor Capital Advisors
Illinois
$26K +$5.66K +57 +28%
RA
356
Rise Advisors
New York
$25.4K +$101 +1 +0.4%
BIG
357
Brooklyn Investment Group
New York
$25K +$24.5K +242 +4,840%
VSQM
358
V-Square Quantitative Management
Illinois
$24.6K
LC
359
Lindbrook Capital
California
$24.5K -$1.62K -16 -6%
WAS
360
Winch Advisory Services
Wisconsin
$23.6K +$23.6K +234 New
TH
361
TCTC Holdings
Texas
$22.6K +$12.3K +122 +120%
AF
362
Allworth Financial
California
$20.9K -$13.1K -135 -38%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$14.7K +$8.29K +82 +130%
LFG
364
Larson Financial Group
Missouri
$14.2K +$14.2K +140 New
EWA
365
EverSource Wealth Advisors
Alabama
$14K +$1.01K +10 +8%
OA
366
Operose Advisors
Wisconsin
$13.4K +$13.4K +133 New
PS
367
Principal Securities
Iowa
$12K
PTC
368
Private Trust Company
Ohio
$10.4K -$202 -2 -2%
FFA
369
Farther Finance Advisors
California
$9.75K +$3.42K +34 +54%
ACM
370
Accent Capital Management
Ohio
$9.64K
CIAM
371
Caitong International Asset Management
Hong Kong
$8.9K -$52.3K -517 -85%
QC
372
Quent Capital
New York
$8.29K
HNB
373
Huntington National Bank
Ohio
$8.29K +$7.89K +78 +1,950%
KFI
374
Key Financial Inc
Pennsylvania
$6.37K
HIM
375
Hillsdale Investment Management
Ontario, Canada
$6.07K +$6.07K +60 New