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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$25.8M
Wells Fargo
52
Wells Fargo
California
$23.7M
SEI Investments
53
SEI Investments
Pennsylvania
$22.4M
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$22.3M
WCM Investment Management
55
WCM Investment Management
California
$21.6M
Barclays
56
Barclays
United Kingdom
$21.3M
UBS AM
57
UBS AM
Illinois
$21.2M
PTEAP
58
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$19.6M
CVA
59
Ceredex Value Advisors
Florida
$18.7M
Federated Hermes
60
Federated Hermes
Pennsylvania
$18.5M
EMFAT
61
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.2M
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$18M
Swiss National Bank
63
Swiss National Bank
Switzerland
$17.2M
AQR Capital Management
64
AQR Capital Management
Connecticut
$17.2M
Renaissance Technologies
65
Renaissance Technologies
New York
$16M
GCM
66
Gator Capital Management
Florida
$15.7M
Verition Fund Management
67
Verition Fund Management
Connecticut
$15.4M
TCM
68
Tributary Capital Management
Nebraska
$14.9M
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$14.7M
CAM
70
Congress Asset Management
Massachusetts
$13.5M
BCM
71
Basswood Capital Management
New York
$13.2M
Legal & General Group
72
Legal & General Group
United Kingdom
$13.1M
SO
73
STRS Ohio
Ohio
$11.7M
MOACM
74
Mutual of America Capital Management
New York
$11.5M
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$11.1M