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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
CB
126
Commerce Bank
Missouri
$3.44M
FNBOO
127
First National Bank of Omaha
Nebraska
$3.34M
N
128
Natixis
France
$3.21M
FCM
129
FJ Capital Management
Virginia
$3.05M
FPAS
130
Focus Partners Advisor Solutions
Missouri
$3.02M
Prudential Financial
131
Prudential Financial
New Jersey
$3.02M
FF
132
Friday Financial
Iowa
$2.98M
IAN
133
Integrated Advisors Network
Texas
$2.89M
Pathstone Holdings
134
Pathstone Holdings
New Jersey
$2.86M
PU
135
Petiole USA
New York
$2.77M
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$2.75M
YCM
137
Yousif Capital Management
Michigan
$2.67M
Cerity Partners
138
Cerity Partners
New York
$2.66M
SPS
139
Susquehanna Portfolio Strategies
Pennsylvania
$2.64M
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$2.63M
GLA
141
Great Lakes Advisors
Illinois
$2.46M
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$2.44M
DPI
144
Diversified Portfolios Inc
Michigan
$2.43M
ASRS
145
Arizona State Retirement System
Arizona
$2.42M
GC
146
Guggenheim Capital
Illinois
$2.42M
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$2.39M
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$2.38M
ONB
149
Old National Bancorp
Indiana
$2.37M
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.29M