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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
FPAS
126
Focus Partners Advisor Solutions
Missouri
$3.26M
BMSSC
127
B. Metzler seel. Sohn & Co
Germany
$3.22M
Cerity Partners
128
Cerity Partners
New York
$3.2M
FCM
129
FJ Capital Management
Virginia
$3.14M
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$3.12M
DTL
131
Dynamic Technology Lab
Singapore
$3.09M
IAN
132
Integrated Advisors Network
Texas
$3.05M
FF
133
Friday Financial
Iowa
$3.02M
HI
134
Horizon Investments
North Carolina
$2.97M
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$2.88M
PU
136
Petiole USA
New York
$2.85M
SPS
137
Susquehanna Portfolio Strategies
Pennsylvania
$2.71M
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$2.71M
Holocene Advisors
139
Holocene Advisors
New York
$2.7M
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$2.69M
YCM
141
Yousif Capital Management
Michigan
$2.66M
ASRS
142
Arizona State Retirement System
Arizona
$2.65M
JIC
143
Johnson Investment Counsel
Ohio
$2.58M
KOCAA
144
Knights of Columbus Asset Advisors
Connecticut
$2.52M
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$2.51M
DPI
146
Diversified Portfolios Inc
Michigan
$2.5M
GC
147
Guggenheim Capital
Illinois
$2.49M
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$2.48M
ONB
149
Old National Bancorp
Indiana
$2.43M
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.4M