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UMB Financial

402 hedge funds and large institutions have $8.18B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
TFM
401
TFC Financial Management
Massachusetts
$119
Norges Bank
402
Norges Bank
Norway
ECM
403
ExodusPoint Capital Management
New York
Point72 Asset Management
404
Point72 Asset Management
Connecticut
Verition Fund Management
405
Verition Fund Management
Connecticut
BFM
406
Boothbay Fund Management
New York
RC
407
Roubaix Capital
Colorado
EP
408
Edgestream Partners
New Jersey
PFO
409
PMC FIG Opportunities
Israel
CCIA
410
Campbell & Co Investment Adviser
Maryland
JCIA
411
Jackson Creek Investment Advisors
Colorado
IFU
412
iSAM Funds (UK)
United Kingdom
HT
413
Headlands Technologies
Illinois
Axa
414
Axa
France
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
PAP
416
Persistent Asset Partners
Hong Kong
SIM
417
SummerHaven Investment Management
Connecticut
FC
418
FORA Capital
Florida
ACM
419
Aquatic Capital Management
Illinois
VRS
420
Virginia Retirement Systems
Virginia
CWMK
421
Caliber Wealth Management (Kansas)
Kansas
OQS
422
Occudo Quantitative Strategies
Florida
EGM
423
Engineers Gate Manager
New York
1C
424
111 Capital
France
RAM
425
Readystate Asset Management
Illinois