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UMB Financial

411 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 160 reducing their positions, and 35 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)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 160

Holders
411
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
AB
126
Amalgamated Bank
New York
$3.46M
CB
127
Commerce Bank
Missouri
$3.44M
FNBOO
128
First National Bank of Omaha
Nebraska
$3.34M
N
129
Natixis
France
$3.21M
FCM
130
FJ Capital Management
Virginia
$3.05M
FPAS
131
Focus Partners Advisor Solutions
Missouri
$3.02M
Prudential Financial
132
Prudential Financial
New Jersey
$3.02M
FF
133
Friday Financial
Iowa
$2.98M
IAN
134
Integrated Advisors Network
Texas
$2.89M
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$2.86M
PU
136
Petiole USA
New York
$2.77M
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$2.75M
YCM
138
Yousif Capital Management
Michigan
$2.67M
Cerity Partners
139
Cerity Partners
New York
$2.66M
SPS
140
Susquehanna Portfolio Strategies
Pennsylvania
$2.64M
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$2.63M
GLA
142
Great Lakes Advisors
Illinois
$2.46M
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$2.44M
DPI
145
Diversified Portfolios Inc
Michigan
$2.43M
ASRS
146
Arizona State Retirement System
Arizona
$2.42M
GC
147
Guggenheim Capital
Illinois
$2.42M
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$2.39M
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$2.38M
ONB
150
Old National Bancorp
Indiana
$2.37M