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UMB Financial

396 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, 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: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.57% more ownership

Funds ownership: 90.63%91.2% (+0.57%)

2% less funds holding

Funds holding: 405396 (-9)

Holders
396
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
QC
351
Quent Capital
New York
$17.4K
LFG
352
Larson Financial Group
Missouri
$17K
RFP
353
Root Financial Partners
California
$16.6K
IA
354
IFP Advisors
Florida
$15.7K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$15.4K
HFS
356
Horizon Financial Services
North Carolina
$11.2K
BBHC
357
Brown Brothers Harriman & Co
New York
$10.7K
HNB
358
Huntington National Bank
Ohio
$9.7K
GRP
359
Global Retirement Partners
California
$9.24K
BTI
360
Blue Trust Inc
Georgia
$8.64K
HWM
361
Hemington Wealth Management
Virginia
$8K
CIAM
362
Caitong International Asset Management
Hong Kong
$7.81K
WAS
363
Winch Advisory Services
Wisconsin
$7.8K
KFI
364
Key Financial Inc
Pennsylvania
$7.45K
HIM
365
Hillsdale Investment Management
Ontario, Canada
$7.1K
HWA
366
HHM Wealth Advisors
Tennessee
$6.63K
JWA
367
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
368
Mather Group
Illinois
$5.92K
MCM
369
Manchester Capital Management
Vermont
$4.26K
ASN
370
Advisory Services Network
Georgia
$4.26K
SL
371
Salomon & Ludwin
Virginia
$4.18K
PWMG
372
Private Wealth Management Group
New Jersey
$4.14K
SS
373
Sunbelt Securities
Texas
$3.91K
WTA
374
Washington Trust Advisors
Massachusetts
$3.19K
JWM
375
JPL Wealth Management
Colorado
$2.72K