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UMB Financial

399 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, 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: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.59% more ownership

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

2% less funds holding

Funds holding: 406399 (-7)

Holders
399
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
SS
376
Sunbelt Securities
Texas
$3.91K
WTA
377
Washington Trust Advisors
Massachusetts
$3.19K
JWM
378
JPL Wealth Management
Colorado
$2.72K
PFBT
379
Parkside Financial Bank & Trust
Missouri
$2.6K
BIA
380
Bell Investment Advisors
California
$2.6K
FFO
381
Fortitude Family Office
Arizona
$2.6K
JSAM
382
J. Safra Asset Management
New York
$2.6K
QL
383
Quarry LP
New York
$2.48K
NS
384
NBC Securities
Alabama
$2.37K
WWA
385
Wealth Watch Advisors
Colorado
$2.13K
SWM
386
Spire Wealth Management
Virginia
$2.01K
TPBG
387
Turning Point Benefit Group
Maryland
$2.01K
CAL
388
Capital Advisors Ltd
Ohio
$2K
TWD
389
True Wealth Design
Ohio
$1.78K
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$1.58K
PWA
391
Physician Wealth Advisors
Utah
$1.42K
RS
392
Rakuten Securities
Japan
$1.06K
CCM
393
Cloud Capital Management
Washington
$1K
TIM
394
Tortoise Investment Management
New York
$828
WA
395
WPG Advisers
Maryland
$828
BHWM
396
Bay Harbor Wealth Management
Maryland
$593
HIA
397
HFM Investment Advisors
New Jersey
$592
RWM
398
Rialto Wealth Management
New York
$474
TFM
399
TFC Financial Management
Massachusetts
$119
Norges Bank
400
Norges Bank
Norway