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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
Deutsche Bank
76
Deutsche Bank
Germany
$10.3M
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$9.86M
Creative Planning
78
Creative Planning
Kansas
$9.66M
Ameriprise
79
Ameriprise
Minnesota
$9.29M
TAM
80
Third Avenue Management
New York
$9M
MIM
81
MetLife Investment Management
New Jersey
$8.48M
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.36M
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$8.19M
Rafferty Asset Management
84
Rafferty Asset Management
New York
$8.18M
Two Sigma Investments
85
Two Sigma Investments
New York
$8.04M
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
$7.91M
MCM
87
Maltese Capital Management
New York
$7.48M
Citigroup
88
Citigroup
New York
$7.12M
Allianz Asset Management
89
Allianz Asset Management
Germany
$6.96M
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$6.96M
Natixis Advisors
91
Natixis Advisors
Massachusetts
$6.77M
MFG
92
MidWestOne Financial Group
Iowa
$6.44M
Brown Advisory
93
Brown Advisory
Maryland
$6.41M
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$6.36M
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$6.36M
VF
96
Vest Financial
Virginia
$6.11M
KK
97
Karl Kapital
California
$5.95M
TCI
98
Triveni Capital Investments
Connecticut
$5.86M
WCM
99
Wedge Capital Management
North Carolina
$5.75M
MT
100
Midwest Trust
Kansas
$5.71M