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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 %
HAI
426
Hennessy Advisors Inc
California
-$1.02M -9,000 Closed
Pacer Advisors
427
Pacer Advisors
Pennsylvania
-$931K -8,245 Closed
YIH
428
Y-Intercept (HK)
Hong Kong
-$748K -6,624 Closed
XT
429
XTX Topco
Cayman Islands
-$679K -6,019 Closed
Nomura Holdings
430
Nomura Holdings
Japan
-$664K -5,881 Closed
LCM
431
Landscape Capital Management
New Jersey
-$583K -5,169 Closed
D.E. Shaw & Co
432
D.E. Shaw & Co
New York
-$514K -4,555 Closed
Allianz Asset Management
433
Allianz Asset Management
Germany
-$463K -4,100 Closed
HF
434
HRT Financial
New York
-$434K -3,850 Closed
TCM
435
Teza Capital Management
Illinois
-$429K -3,803 Closed
CIC
436
Cornercap Investment Counsel
Georgia
-$349K -3,091 Closed
FAG
437
Fortitude Advisory Group
Washington
-$328K -2,906 Closed
Mackenzie Financial
438
Mackenzie Financial
Ontario, Canada
-$324K -2,869 Closed
I
439
InceptionR
California
-$305K -2,700 Closed
PAS
440
Park Avenue Securities
New York
-$284K -2,520 Closed
HWM
441
HB Wealth Management
Georgia
-$243K -2,157 Closed
Marshall Wace
442
Marshall Wace
United Kingdom
-$237K -2,100 Closed
AB
443
ANB Bank
Colorado
-$228K -2,021 Closed
BAG
444
Bridgewealth Advisory Group
California
-$218K -1,938 Closed
CC
445
Corton Capital
Ontario, Canada
-$216K -1,913 Closed
EIG
446
Ellenbecker Investment Group
Wisconsin
-$212K -1,874 Closed
RS
447
R Squared
Hong Kong
-$117K -1,040 Closed
VWM
448
Venturi Wealth Management
Texas
-$95.9K -850 Closed
UFF
449
USA Financial Formulas
Michigan
-$54.5K -483 Closed
FWM
450
FLP Wealth Management
Arkansas
-$35.9K -318 Closed