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UMB Financial

405 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, 126 increasing their positions, 158 reducing their positions, and 36 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: 126 | Existing positions reduced: 158

Holders
405
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
GACM
26
Global Alpha Capital Management
Quebec, Canada
$72.7M
ClearBridge Investments
27
ClearBridge Investments
New York
$70.6M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$63.7M
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$56.1M
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$55.9M
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$52.9M
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$48.6M
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$43.7M
JP Morgan Chase
34
JP Morgan Chase
New York
$42.5M
JIC
35
Johnson Investment Counsel
Ohio
$41.7M
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$40.6M
UBS Group
37
UBS Group
Switzerland
$40.6M
NIG
38
NFJ Investment Group
Texas
$40.1M
Franklin Resources
39
Franklin Resources
California
$39.9M
SFM
40
Systematic Financial Management
New Jersey
$39.8M
NPIC
41
Neumeier Poma Investment Counsel
California
$38.7M
ProShare Advisors
42
ProShare Advisors
Maryland
$35.6M
Invesco
43
Invesco
Georgia
$32.6M
Raymond James Financial
44
Raymond James Financial
Florida
$31.7M
EA
45
Emerald Advisers
Pennsylvania
$31.7M
Fisher Asset Management
46
Fisher Asset Management
Washington
$30.7M
BTW
47
Boston Trust Walden
Massachusetts
$27.3M
T. Rowe Price Investment Management
48
T. Rowe Price Investment Management
Maryland
$27.1M
SCA
49
Stieven Capital Advisors
Missouri
$26.4M
William Blair Investment Management
50
William Blair Investment Management
Illinois
$26M