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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 %
AB
126
Amalgamated Bank
New York
$3.03M +$969K +9,588 +47%
ECM
127
ExodusPoint Capital Management
New York
$2.94M +$2.94M +29,056 New
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$2.85M +$109K +1,075 +4%
NIG
129
NFJ Investment Group
Texas
$2.84M -$1.75M -17,305 -38%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$2.7M -$6.17K -61 -0.2%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$2.69M +$2.69M +26,651 New
LPL Financial
132
LPL Financial
California
$2.54M +$483K +4,775 +23%
FPAS
133
Focus Partners Advisor Solutions
Missouri
$2.54M +$2.54M +25,101 New
Assenagon Asset Management
134
Assenagon Asset Management
Luxembourg
$2.5M +$1.2M +11,916 +93%
PU
135
Petiole USA
New York
$2.44M +$2.44M +24,122 New
FF
136
Friday Financial
Iowa
$2.42M +$2.42M +23,767 New
WAM
137
Wolverine Asset Management
Illinois
$2.4M +$2.4M +23,757 New
HT
138
Headlands Technologies
Illinois
$2.38M +$1.5M +14,883 +172%
YCM
139
Yousif Capital Management
Michigan
$2.35M +$778K +7,694 +49%
GC
140
Guggenheim Capital
Illinois
$2.34M +$540K +5,346 +30%
ONB
141
Old National Bancorp
Indiana
$2.3M +$2.3M +22,734 New
DPI
142
Diversified Portfolios Inc
Michigan
$2.18M +$2.18M +21,606 New
JIC
143
Johnson Investment Counsel
Ohio
$2.17M
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$2.14M +$731K +7,235 +52%
TPSF
145
Texas Permanent School Fund
Texas
$2.11M +$2.11M +22,335 New
KOCAA
146
Knights of Columbus Asset Advisors
Connecticut
$2.1M +$55.5K +549 +3%
ASRS
147
Arizona State Retirement System
Arizona
$2.1M +$741K +7,329 +55%
Truist Financial
148
Truist Financial
North Carolina
$2.06M +$77.2K +764 +4%
AIP
149
Ameritas Investment Partners
Nebraska
$2.05M +$677K +6,701 +49%
PFO
150
PMC FIG Opportunities
Israel
$2.02M +$2.02M +20,000 New