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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
101
MidWestOne Financial Group
Iowa
$5.67M +$5.67M +56,121 New
GLA
102
Great Lakes Advisors
Illinois
$5.58M +$369K +3,654 +7%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$5.42M +$4.85K +48 +0.1%
WCM
104
Wedge Capital Management
North Carolina
$5.33M -$518K -5,125 -9%
FCI
105
Financial Counselors Inc
Kansas
$5.19M +$499K +4,936 +11%
Jane Street
106
Jane Street
New York
$5.04M +$3.12M +30,820 +162%
Canada Life
107
Canada Life
Manitoba, Canada
$5.02M +$1.21M +11,998 +32%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$4.84M +$4.39M +43,803 +968%
SIC
109
SJS Investment Consulting
Ohio
$4.78M +$4.78M +47,249 +393,742%
Osaic Holdings
110
Osaic Holdings
Arizona
$4.54M +$4.38M +43,345 +2,775%
GIA
111
GHP Investment Advisors
Colorado
$4.5M +$4.85K +48 +0.1%
BPIM
112
Brant Point Investment Management
New York
$4.49M -$864K -8,545 -16%
OAM
113
Oppenheimer Asset Management
New York
$4.36M +$3.54M +35,028 +430%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$4.33M +$952K +9,417 +28%
PFC
115
Phocas Financial Corp
California
$4.31M +$4.31M +42,618 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.95M +$3.65M +36,100 +1,203%
CB
117
Commerce Bank
Missouri
$3.94M -$258K -2,552 -6%
IIM
118
INTECH Investment Management
Florida
$3.49M +$1.2M +11,900 +53%
Comerica Bank
119
Comerica Bank
Texas
$3.39M -$127K -1,261 -4%
FCM
120
Fieldview Capital Management
Michigan
$3.22M +$2.62M +25,947 +442%
BCM
121
Bridgeway Capital Management
Texas
$3.16M +$102K +1,005 +3%
Jacobs Levy Equity Management
122
Jacobs Levy Equity Management
New Jersey
$3.15M -$5.3M -52,440 -63%
Mariner
123
Mariner
Kansas
$3.12M +$962K +9,516 +45%
EPCA
124
Elizabeth Park Capital Advisors
Ohio
$3.08M +$3.08M +30,457 New
Natixis Advisors
125
Natixis Advisors
Massachusetts
$3.07M +$108K +1,069 +4%