UMBF icon

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
KCM
101
Kennedy Capital Management
Missouri
$5.65M
PCM
102
Peregrine Capital Management
Minnesota
$5.62M
Osaic Holdings
103
Osaic Holdings
Arizona
$5.55M
GIA
104
GHP Investment Advisors
Colorado
$5.38M
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31M
Fidelity International
106
Fidelity International
Bermuda
$5.18M
OAM
107
Oppenheimer Asset Management
New York
$5.14M
BPIM
108
Brant Point Investment Management
New York
$5.07M
PFC
109
Phocas Financial Corp
California
$4.99M
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.9M
LPL Financial
111
LPL Financial
California
$4.8M
Canada Life
112
Canada Life
Manitoba, Canada
$4.67M
BMSSC
113
B. Metzler seel. Sohn & Co
Germany
$4.4M
Mariner
114
Mariner
Kansas
$4.19M
Mirae Asset Global ETFs Holdings
115
Mirae Asset Global ETFs Holdings
Hong Kong
$3.89M
Squarepoint
116
Squarepoint
New York
$3.89M
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$3.88M
Comerica Bank
118
Comerica Bank
Texas
$3.87M
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$3.8M
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.59M
Russell Investments Group
121
Russell Investments Group
United Kingdom
$3.57M
Holocene Advisors
122
Holocene Advisors
New York
$3.55M
Universal-Beteiligungs- und Servicegesellschaft
123
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.52M
IIM
124
INTECH Investment Management
Florida
$3.5M
AB
125
Amalgamated Bank
New York
$3.46M