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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
PTC
351
Private Trust Company
Ohio
$25.1K
HCA
352
Harbor Capital Advisors
Illinois
$22K
KFP
353
Kerr Financial Planning
California
$19.9K
ACM
354
Accent Capital Management
Ohio
$17.8K
QC
355
Quent Capital
New York
$17.4K
LFG
356
Larson Financial Group
Missouri
$17K
RFP
357
Root Financial Partners
California
$16.6K
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$15.4K
HFS
359
Horizon Financial Services
North Carolina
$11.2K
BBHC
360
Brown Brothers Harriman & Co
New York
$10.7K
HNB
361
Huntington National Bank
Ohio
$9.7K
GRP
362
Global Retirement Partners
California
$9.24K
BTI
363
Blue Trust Inc
Georgia
$8.64K
HWM
364
Hemington Wealth Management
Virginia
$8K
CIAM
365
Caitong International Asset Management
Hong Kong
$7.81K
WAS
366
Winch Advisory Services
Wisconsin
$7.8K
KFI
367
Key Financial Inc
Pennsylvania
$7.45K
HIM
368
Hillsdale Investment Management
Ontario, Canada
$7.1K
HWA
369
HHM Wealth Advisors
Tennessee
$6.63K
JWA
370
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
371
Mather Group
Illinois
$5.92K
FIA
372
FNY Investment Advisers
New York
$5K
MCM
373
Manchester Capital Management
Vermont
$4.26K
ASN
374
Advisory Services Network
Georgia
$4.26K
SL
375
Salomon & Ludwin
Virginia
$4.18K