UMBF icon

UMB Financial

398 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 117 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: $ → $

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 406398 (-8)

Holders
398
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
ACM
351
Accent Capital Management
Ohio
$17.8K
QC
352
Quent Capital
New York
$17.4K
LFG
353
Larson Financial Group
Missouri
$17K
RFP
354
Root Financial Partners
California
$16.6K
IA
355
IFP Advisors
Florida
$15.7K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$15.4K
HFS
357
Horizon Financial Services
North Carolina
$11.2K
BBHC
358
Brown Brothers Harriman & Co
New York
$10.7K
HNB
359
Huntington National Bank
Ohio
$9.7K
GRP
360
Global Retirement Partners
California
$9.24K
BTI
361
Blue Trust Inc
Georgia
$8.64K
HWM
362
Hemington Wealth Management
Virginia
$8K
CIAM
363
Caitong International Asset Management
Hong Kong
$7.81K
WAS
364
Winch Advisory Services
Wisconsin
$7.8K
KFI
365
Key Financial Inc
Pennsylvania
$7.45K
HIM
366
Hillsdale Investment Management
Ontario, Canada
$7.1K
HWA
367
HHM Wealth Advisors
Tennessee
$6.63K
JWA
368
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
369
Mather Group
Illinois
$5.92K
FIA
370
FNY Investment Advisers
New York
$5K
MCM
371
Manchester Capital Management
Vermont
$4.26K
ASN
372
Advisory Services Network
Georgia
$4.26K
SL
373
Salomon & Ludwin
Virginia
$4.18K
PWMG
374
Private Wealth Management Group
New Jersey
$4.14K
SS
375
Sunbelt Securities
Texas
$3.91K