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UMB Financial

403 hedge funds and large institutions have $8.19B 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: 90.66%91.08% (+0.42%)

1% less funds holding

Funds holding: 407403 (-4)

Holders
403
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
SL
376
Salomon & Ludwin
Virginia
$4.18K
PWMG
377
Private Wealth Management Group
New Jersey
$4.14K
SS
378
Sunbelt Securities
Texas
$3.91K
IA
379
IFP Advisors
Florida
$3.91K
WTA
380
Washington Trust Advisors
Massachusetts
$3.19K
JWM
381
JPL Wealth Management
Colorado
$2.72K
FFO
382
Fortitude Family Office
Arizona
$2.6K
PFBT
383
Parkside Financial Bank & Trust
Missouri
$2.6K
BIA
384
Bell Investment Advisors
California
$2.6K
JSAM
385
J. Safra Asset Management
New York
$2.6K
QL
386
Quarry LP
New York
$2.48K
NS
387
NBC Securities
Alabama
$2.37K
WWA
388
Wealth Watch Advisors
Colorado
$2.13K
SWM
389
Spire Wealth Management
Virginia
$2.01K
TPBG
390
Turning Point Benefit Group
Maryland
$2.01K
CAL
391
Capital Advisors Ltd
Ohio
$2K
TWD
392
True Wealth Design
Ohio
$1.78K
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.58K
PWA
394
Physician Wealth Advisors
Utah
$1.42K
RS
395
Rakuten Securities
Japan
$1.06K
CCM
396
Cloud Capital Management
Washington
$1K
TIM
397
Tortoise Investment Management
New York
$828
WA
398
WPG Advisers
Maryland
$828
BHWM
399
Bay Harbor Wealth Management
Maryland
$593
HIA
400
HFM Investment Advisors
New Jersey
$592