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UMB Financial

411 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 160 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)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 160

Holders
411
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
CA
351
Clearstead Advisors
Ohio
$30.5K
CTC
352
Central Trust Company
Missouri
$27.4K
KAS
353
Kemnay Advisory Services
New York
$26.9K
KFP
354
Kerr Financial Planning
California
$26.6K
AF
355
Allworth Financial
California
$26.6K
FG
356
Fairman Group
Pennsylvania
$26.1K
PTC
357
Private Trust Company
Ohio
$25.7K
HCA
358
Harbor Capital Advisors
Illinois
$22K
RFP
359
Root Financial Partners
California
$19.3K
AWA
360
Acumen Wealth Advisors
Tennessee
$18K
ACM
361
Accent Capital Management
Ohio
$17.3K
QC
362
Quent Capital
New York
$17.1K
LFG
363
Larson Financial Group
Missouri
$16K
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$15K
DT
365
DV Trading
Illinois
$11.5K
HFS
366
Horizon Financial Services
North Carolina
$10.9K
BBHC
367
Brown Brothers Harriman & Co
New York
$10.4K
HNB
368
Huntington National Bank
Ohio
$8.97K
JWA
369
JFS Wealth Advisors
Pennsylvania
$8.64K
BTI
370
Blue Trust Inc
Georgia
$8.4K
KFI
371
Key Financial Inc
Pennsylvania
$7.25K
HIM
372
Hillsdale Investment Management
Ontario, Canada
$6.9K
HWA
373
HHM Wealth Advisors
Tennessee
$6.44K
SAG
374
SageView Advisory Group
California
$5.18K
FIA
375
FNY Investment Advisers
New York
$5K