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UMB Financial

396 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 116 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: $ → $

2% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 50

0.57% more ownership

Funds ownership: 90.63%91.2% (+0.57%)

2% less funds holding

Funds holding: 405396 (-9)

Holders
396
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
BFM
401
Boothbay Fund Management
New York
RC
402
Roubaix Capital
Colorado
EP
403
Edgestream Partners
New Jersey
TPSF
404
Texas Permanent School Fund
Texas
PFO
405
PMC FIG Opportunities
Israel
CCIA
406
Campbell & Co Investment Adviser
Maryland
JCIA
407
Jackson Creek Investment Advisors
Colorado
IFU
408
iSAM Funds (UK)
United Kingdom
HT
409
Headlands Technologies
Illinois
Axa
410
Axa
France
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
411
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
PAP
412
Persistent Asset Partners
Hong Kong
SIM
413
SummerHaven Investment Management
Connecticut
FC
414
FORA Capital
Florida
ACM
415
Aquatic Capital Management
Illinois
VRS
416
Virginia Retirement Systems
Virginia
CWMK
417
Caliber Wealth Management (Kansas)
Kansas
OQS
418
Occudo Quantitative Strategies
Florida
EGM
419
Engineers Gate Manager
New York
1C
420
111 Capital
France
RAM
421
Readystate Asset Management
Illinois
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
DS
423
DRW Securities
Illinois
WWM
424
Whalen Wealth Management
Nevada
II
425
Inspire Investing
Idaho