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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
Amundi
401
Amundi
France
$364
TWD
402
True Wealth Design
Ohio
$304 +$304 +3 New
PWM
403
Parkworth Wealth Management
California
$202
TFM
404
TFC Financial Management
Massachusetts
$102
HIA
405
HFM Investment Advisors
New Jersey
$102 +$102 +1 New
BHWM
406
Bay Harbor Wealth Management
Maryland
$101 +$101 +1 New
ACL
407
Azora Capital LP
Florida
-$20.3M -179,645 Closed
Norges Bank
408
Norges Bank
Norway
-$15.8M -140,309 Closed
WAM
409
Weiss Asset Management
Massachusetts
-$9.62M -85,282 Closed
CSS
410
Cubist Systematic Strategies
Connecticut
-$9.26M -82,060 Closed
QC
411
Quantessence Capital
New York
-$6.83M -60,475 Closed
HI
412
HBK Investments
Texas
-$5.76M -51,074 Closed
FG
413
Formula Growth
Quebec, Canada
-$4.75M -42,100 Closed
CCM
414
Cinctive Capital Management
New York
-$4.29M -37,987 Closed
OMC
415
Old Mission Capital
Illinois
-$3.29M -29,152 Closed
PI
416
PineBridge Investments
New York
-$2.52M -22,336 Closed
Walleye Capital
417
Walleye Capital
New York
-$1.99M -17,592 Closed
GCP
418
GSA Capital Partners
United Kingdom
-$1.66M -14,702 Closed
QT
419
Quantbot Technologies
New York
-$1.64M -14,522 Closed
SSA
420
Schonfeld Strategic Advisors
New York
-$1.49M -13,160 Closed
ACM
421
Aquatic Capital Management
Illinois
-$1.47M -12,982 Closed
CIP
422
Convergence Investment Partners
Florida
-$1.46M -12,951 Closed
CM
423
Crestline Management
Texas
-$1.37M -12,129 Closed
EGM
424
Engineers Gate Manager
New York
-$1.36M -12,022 Closed
Man Group
425
Man Group
United Kingdom
-$1.27M -11,268 Closed