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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
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$5.76K +$5.76K +57 New
HWA
377
HHM Wealth Advisors
Tennessee
$5.66K +$5.66K +56 New
JWA
378
JFS Wealth Advisors
Pennsylvania
$5.56K +$1.01K +10 +22%
MG
379
Mather Group
Illinois
$5.06K +$5.06K +50 New
HWM
380
Hemington Wealth Management
Virginia
$5K +$1.47K +17 +41%
QL
381
Quarry LP
New York
$3.94K +$2.93K +29 +290%
GM
382
GeoWealth Management
Illinois
$3.74K +$2.02K +20 +118%
MCM
383
Manchester Capital Management
Vermont
$3.64K
PWMG
384
Private Wealth Management Group
New Jersey
$3.54K +$2.43K +24 +218%
PFBT
385
Parkside Financial Bank & Trust
Missouri
$3.24K +$3.14K +31 +3,100%
CWC
386
Carolinas Wealth Consulting
North Carolina
$2.83K +$2.83K +28 New
BIA
387
Bell Investment Advisors
California
$2.23K
SC
388
Stephens Consulting
Michigan
$2.02K +$2.02K +20 New
SWM
389
Spire Wealth Management
Virginia
$2.02K +$2.02K +20 New
CAL
390
Capital Advisors Ltd
Ohio
$2K +$267 +2 +15%
NS
391
NBC Securities
Alabama
$2K +$2K +20 New
NC
392
NewSquare Capital
Pennsylvania
$1.82K +$1.82K +18 New
BF
393
BOK Financial
Oklahoma
$1.72K +$1.72K +17 New
HCP
394
Hexagon Capital Partners
Arkansas
$1.62K -$506 -5 -24%
RS
395
Rakuten Securities
Japan
$1.52K +$1.52K +15 New
FPF
396
First Pacific Financial
Washington
$1.42K +$1.42K +14 New
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.32K
AAP
398
Arax Advisory Partners
Colorado
$1.21K -$24.5K -242 -95%
GFPC
399
Global Financial Private Client
Florida
$1.01K +$708 +7 +233%
ACA
400
American Capital Advisory
Idaho
$405 +$405 +4 New