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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
PWMG
376
Private Wealth Management Group
New Jersey
$4.14K
IA
377
IFP Advisors
Florida
$3.91K
SS
378
Sunbelt Securities
Texas
$3.91K
WTA
379
Washington Trust Advisors
Massachusetts
$3.19K
JWM
380
JPL Wealth Management
Colorado
$2.72K
FFO
381
Fortitude Family Office
Arizona
$2.6K
BIA
382
Bell Investment Advisors
California
$2.6K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$2.6K
JSAM
384
J. Safra Asset Management
New York
$2.6K
QL
385
Quarry LP
New York
$2.48K
NS
386
NBC Securities
Alabama
$2.37K
WWA
387
Wealth Watch Advisors
Colorado
$2.13K
SWM
388
Spire Wealth Management
Virginia
$2.01K
TPBG
389
Turning Point Benefit Group
Maryland
$2.01K
CAL
390
Capital Advisors Ltd
Ohio
$2K
TWD
391
True Wealth Design
Ohio
$1.78K
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$1.58K
PWA
393
Physician Wealth Advisors
Utah
$1.42K
RS
394
Rakuten Securities
Japan
$1.06K
CCM
395
Cloud Capital Management
Washington
$1K
TIM
396
Tortoise Investment Management
New York
$828
WA
397
WPG Advisers
Maryland
$828
BHWM
398
Bay Harbor Wealth Management
Maryland
$593
HIA
399
HFM Investment Advisors
New Jersey
$592
RWM
400
Rialto Wealth Management
New York
$474