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UMB Financial

407 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 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)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 159

Holders
407
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
IA
376
IFP Advisors
Florida
$3.8K
SS
377
Sunbelt Securities
Texas
$3.8K
WTA
378
Washington Trust Advisors
Massachusetts
$3.48K
FFO
379
Fortitude Family Office
Arizona
$2.88K
PWMG
380
Private Wealth Management Group
New Jersey
$2.76K
PFBT
381
Parkside Financial Bank & Trust
Missouri
$2.53K
JSAM
382
J. Safra Asset Management
New York
$2.53K
BIA
383
Bell Investment Advisors
California
$2.53K
AFC
384
Ares Financial Consulting
California
$2.42K
FHA
385
Flagship Harbor Advisors
Massachusetts
$2.3K
NS
386
NBC Securities
Alabama
$2.3K
WWA
387
Wealth Watch Advisors
Colorado
$2.07K
CAL
388
Capital Advisors Ltd
Ohio
$2K
TPBG
389
Turning Point Benefit Group
Maryland
$1.96K
SWM
390
Spire Wealth Management
Virginia
$1.84K
TWD
391
True Wealth Design
Ohio
$1.61K
DPW
392
DiNuzzo Private Wealth
Pennsylvania
$1.5K
PWA
393
Physician Wealth Advisors
Utah
$1.38K
AGWCA
394
Annis Gardner Whiting Capital Advisors
Florida
$1.38K
RF
395
Rossby Financial
Florida
$1.03K
BHWM
396
Bay Harbor Wealth Management
Maryland
$807
WA
397
WPG Advisers
Maryland
$805
RWM
398
Rialto Wealth Management
New York
$691
HIA
399
HFM Investment Advisors
New Jersey
$576
RS
400
Rakuten Securities
Japan
$575