UMBF icon

UMB Financial

405 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, 126 increasing their positions, 158 reducing their positions, and 36 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: 126 | Existing positions reduced: 158

Holders
405
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
WTA
376
Washington Trust Advisors
Massachusetts
$3.48K
FFO
377
Fortitude Family Office
Arizona
$2.88K
PWMG
378
Private Wealth Management Group
New Jersey
$2.76K
PFBT
379
Parkside Financial Bank & Trust
Missouri
$2.53K
JSAM
380
J. Safra Asset Management
New York
$2.53K
BIA
381
Bell Investment Advisors
California
$2.53K
AFC
382
Ares Financial Consulting
California
$2.42K
FHA
383
Flagship Harbor Advisors
Massachusetts
$2.3K
NS
384
NBC Securities
Alabama
$2.3K
WWA
385
Wealth Watch Advisors
Colorado
$2.07K
CAL
386
Capital Advisors Ltd
Ohio
$2K
TPBG
387
Turning Point Benefit Group
Maryland
$1.96K
SWM
388
Spire Wealth Management
Virginia
$1.84K
TWD
389
True Wealth Design
Ohio
$1.61K
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$1.5K
PWA
391
Physician Wealth Advisors
Utah
$1.38K
AGWCA
392
Annis Gardner Whiting Capital Advisors
Florida
$1.38K
RF
393
Rossby Financial
Florida
$1.03K
BHWM
394
Bay Harbor Wealth Management
Maryland
$807
WA
395
WPG Advisers
Maryland
$805
RWM
396
Rialto Wealth Management
New York
$691
HIA
397
HFM Investment Advisors
New Jersey
$576
RS
398
Rakuten Securities
Japan
$575
HI
399
Harbour Investments
Wisconsin
$345
DF
400
Dunhill Financial
United Kingdom
$168