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UMB Financial

407 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, 127 increasing their positions, 159 reducing their positions, and 35 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: 127 | Existing positions reduced: 159

Holders
407
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
KAS
351
Kemnay Advisory Services
New York
$26.9K
KFP
352
Kerr Financial Planning
California
$26.6K
AF
353
Allworth Financial
California
$26.6K
FG
354
Fairman Group
Pennsylvania
$26.1K
PTC
355
Private Trust Company
Ohio
$25.7K
HCA
356
Harbor Capital Advisors
Illinois
$22K
RFP
357
Root Financial Partners
California
$19.3K
AWA
358
Acumen Wealth Advisors
Tennessee
$18K
ACM
359
Accent Capital Management
Ohio
$17.3K
QC
360
Quent Capital
New York
$17.1K
LFG
361
Larson Financial Group
Missouri
$16K
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$15K
DT
363
DV Trading
Illinois
$11.5K
HFS
364
Horizon Financial Services
North Carolina
$10.9K
BBHC
365
Brown Brothers Harriman & Co
New York
$10.4K
HNB
366
Huntington National Bank
Ohio
$8.97K
JWA
367
JFS Wealth Advisors
Pennsylvania
$8.64K
BTI
368
Blue Trust Inc
Georgia
$8.4K
KFI
369
Key Financial Inc
Pennsylvania
$7.25K
HIM
370
Hillsdale Investment Management
Ontario, Canada
$6.9K
HWA
371
HHM Wealth Advisors
Tennessee
$6.44K
SAG
372
SageView Advisory Group
California
$5.18K
FIA
373
FNY Investment Advisers
New York
$5K
SL
374
Salomon & Ludwin
Virginia
$4.19K
MCM
375
Manchester Capital Management
Vermont
$4.14K