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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$5.76K
HWA
377
HHM Wealth Advisors
Tennessee
$5.66K
JWA
378
JFS Wealth Advisors
Pennsylvania
$5.56K
MG
379
Mather Group
Illinois
$5.05K
HWM
380
Hemington Wealth Management
Virginia
$5K
QL
381
Quarry LP
New York
$3.94K
GM
382
GeoWealth Management
Illinois
$3.74K
MCM
383
Manchester Capital Management
Vermont
$3.64K
PWMG
384
Private Wealth Management Group
New Jersey
$3.54K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$3.24K
CWC
386
Carolinas Wealth Consulting
North Carolina
$2.83K
BIA
387
Bell Investment Advisors
California
$2.23K
SC
388
Stephens Consulting
Michigan
$2.02K
SWM
389
Spire Wealth Management
Virginia
$2.02K
CAL
390
Capital Advisors Ltd
Ohio
$2K
NS
391
NBC Securities
Alabama
$2K
NC
392
NewSquare Capital
Pennsylvania
$1.82K
BF
393
BOK Financial
Oklahoma
$1.72K
HCP
394
Hexagon Capital Partners
Arkansas
$1.62K
RS
395
Rakuten Securities
Japan
$1.52K
FPF
396
First Pacific Financial
Washington
$1.42K
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.31K
AAP
398
Arax Advisory Partners
Colorado
$1.21K
GFPC
399
Global Financial Private Client
Florida
$1.01K
ACA
400
American Capital Advisory
Idaho
$405