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UMB Financial

394 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 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: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
SEI Investments
51
SEI Investments
Pennsylvania
$23.6M
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$23.1M
T. Rowe Price Investment Management
53
T. Rowe Price Investment Management
Maryland
$22.3M
AQR Capital Management
54
AQR Capital Management
Connecticut
$22.3M
WCM Investment Management
55
WCM Investment Management
California
$21.8M
UBS AM
56
UBS AM
Illinois
$21.8M
ZIG
57
Zurich Insurance Group
Switzerland
$21.6M
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$21.6M
Wells Fargo
59
Wells Fargo
California
$21.5M
Barclays
60
Barclays
United Kingdom
$20.5M
PTEAP
61
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$20.2M
CVA
62
Ceredex Value Advisors
Florida
$18.3M
Swiss National Bank
63
Swiss National Bank
Switzerland
$17.4M
Legal & General Group
64
Legal & General Group
United Kingdom
$15.7M
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$15.1M
SO
66
STRS Ohio
Ohio
$14.2M
CAM
67
Congress Asset Management
Massachusetts
$13.9M
BCM
68
Basswood Capital Management
New York
$13.6M
EMFAT
69
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.4M
Renaissance Technologies
70
Renaissance Technologies
New York
$12.8M
MOACM
71
Mutual of America Capital Management
New York
$12.6M
Deutsche Bank
72
Deutsche Bank
Germany
$12.5M
GCM
73
Gator Capital Management
Florida
$12M
TAM
74
Third Avenue Management
New York
$11.5M
Rafferty Asset Management
75
Rafferty Asset Management
New York
$10.5M