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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
WCM
101
Wedge Capital Management
North Carolina
$5.7M
Mariner
102
Mariner
Kansas
$5.55M
OAM
103
Oppenheimer Asset Management
New York
$5.44M
GIA
104
GHP Investment Advisors
Colorado
$5.43M
Osaic Holdings
105
Osaic Holdings
Arizona
$5.27M
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.23M
PFC
107
Phocas Financial Corp
California
$5.15M
FCM
108
Fieldview Capital Management
Michigan
$4.95M
Two Sigma Investments
109
Two Sigma Investments
New York
$4.58M
CB
110
Commerce Bank
Missouri
$4.58M
VF
111
Vest Financial
Virginia
$4.17M
LPL Financial
112
LPL Financial
California
$4.05M
Comerica Bank
113
Comerica Bank
Texas
$4.05M
Millennium Management
114
Millennium Management
New York
$4.03M
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$4M
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$4M
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$3.91M
AB
118
Amalgamated Bank
New York
$3.7M
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$3.68M
EPCA
120
Elizabeth Park Capital Advisors
Ohio
$3.61M
IIM
121
INTECH Investment Management
Florida
$3.6M
Russell Investments Group
122
Russell Investments Group
United Kingdom
$3.5M
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$3.49M
GLA
124
Great Lakes Advisors
Illinois
$3.47M
Truist Financial
125
Truist Financial
North Carolina
$3.44M