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UMB Financial

411 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 160

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.09M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
376
Salomon & Ludwin
Virginia
$4.19K
MCM
377
Manchester Capital Management
Vermont
$4.14K
IA
378
IFP Advisors
Florida
$3.8K
SS
379
Sunbelt Securities
Texas
$3.8K
WTA
380
Washington Trust Advisors
Massachusetts
$3.48K
FFO
381
Fortitude Family Office
Arizona
$2.88K
PWMG
382
Private Wealth Management Group
New Jersey
$2.76K
BIA
383
Bell Investment Advisors
California
$2.53K
JSAM
384
J. Safra Asset Management
New York
$2.53K
PFBT
385
Parkside Financial Bank & Trust
Missouri
$2.53K
AFC
386
Ares Financial Consulting
California
$2.42K
FHA
387
Flagship Harbor Advisors
Massachusetts
$2.3K
NS
388
NBC Securities
Alabama
$2.3K
WWA
389
Wealth Watch Advisors
Colorado
$2.07K
CAL
390
Capital Advisors Ltd
Ohio
$2K
EP
391
Essential Partners
California
$1.96K
TPBG
392
Turning Point Benefit Group
Maryland
$1.96K
SWM
393
Spire Wealth Management
Virginia
$1.84K
TWD
394
True Wealth Design
Ohio
$1.61K
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$1.5K
PWA
396
Physician Wealth Advisors
Utah
$1.38K
AGWCA
397
Annis Gardner Whiting Capital Advisors
Florida
$1.38K
RF
398
Rossby Financial
Florida
$1.03K
BHWM
399
Bay Harbor Wealth Management
Maryland
$807
WA
400
WPG Advisers
Maryland
$805