UMBF icon

UMB Financial

398 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 117 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: $ → $

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 406398 (-8)

Holders
398
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
WTA
376
Washington Trust Advisors
Massachusetts
$3.19K
JWM
377
JPL Wealth Management
Colorado
$2.72K
FFO
378
Fortitude Family Office
Arizona
$2.6K
BIA
379
Bell Investment Advisors
California
$2.6K
PFBT
380
Parkside Financial Bank & Trust
Missouri
$2.6K
JSAM
381
J. Safra Asset Management
New York
$2.6K
QL
382
Quarry LP
New York
$2.48K
NS
383
NBC Securities
Alabama
$2.37K
WWA
384
Wealth Watch Advisors
Colorado
$2.13K
SWM
385
Spire Wealth Management
Virginia
$2.01K
TPBG
386
Turning Point Benefit Group
Maryland
$2.01K
CAL
387
Capital Advisors Ltd
Ohio
$2K
TWD
388
True Wealth Design
Ohio
$1.78K
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$1.58K
PWA
390
Physician Wealth Advisors
Utah
$1.42K
RS
391
Rakuten Securities
Japan
$1.06K
CCM
392
Cloud Capital Management
Washington
$1K
TIM
393
Tortoise Investment Management
New York
$828
WA
394
WPG Advisers
Maryland
$828
BHWM
395
Bay Harbor Wealth Management
Maryland
$593
HIA
396
HFM Investment Advisors
New Jersey
$592
RWM
397
Rialto Wealth Management
New York
$474
TFM
398
TFC Financial Management
Massachusetts
$119
Norges Bank
399
Norges Bank
Norway
ECM
400
ExodusPoint Capital Management
New York