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UMB Financial

396 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, 116 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

0.57% more ownership

Funds ownership: 90.63%91.2% (+0.57%)

2% less funds holding

Funds holding: 405396 (-9)

Holders
396
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
BIA
376
Bell Investment Advisors
California
$2.6K
PFBT
377
Parkside Financial Bank & Trust
Missouri
$2.6K
FFO
378
Fortitude Family Office
Arizona
$2.6K
JSAM
379
J. Safra Asset Management
New York
$2.6K
QL
380
Quarry LP
New York
$2.48K
NS
381
NBC Securities
Alabama
$2.37K
WWA
382
Wealth Watch Advisors
Colorado
$2.13K
SWM
383
Spire Wealth Management
Virginia
$2.01K
TPBG
384
Turning Point Benefit Group
Maryland
$2.01K
CAL
385
Capital Advisors Ltd
Ohio
$2K
TWD
386
True Wealth Design
Ohio
$1.78K
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.58K
PWA
388
Physician Wealth Advisors
Utah
$1.42K
RS
389
Rakuten Securities
Japan
$1.06K
CCM
390
Cloud Capital Management
Washington
$1K
TIM
391
Tortoise Investment Management
New York
$828
WA
392
WPG Advisers
Maryland
$828
BHWM
393
Bay Harbor Wealth Management
Maryland
$593
HIA
394
HFM Investment Advisors
New Jersey
$592
RWM
395
Rialto Wealth Management
New York
$474
TFM
396
TFC Financial Management
Massachusetts
$119
Norges Bank
397
Norges Bank
Norway
ECM
398
ExodusPoint Capital Management
New York
Point72 Asset Management
399
Point72 Asset Management
Connecticut
Verition Fund Management
400
Verition Fund Management
Connecticut