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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
Prudential Financial
151
Prudential Financial
New Jersey
$2.36M
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$2.36M
State of New Jersey Common Pension Fund D
153
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
AIP
154
Ameritas Investment Partners
Nebraska
$2.3M
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.27M
Stifel Financial
156
Stifel Financial
Missouri
$2.21M
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.17M
FNBOO
158
First National Bank of Omaha
Nebraska
$2.16M
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$2.15M
HF
160
HRT Financial
New York
$2.14M
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$2.13M
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$2.13M
SOMRS
163
State of Michigan Retirement System
Michigan
$2.02M
QCG
164
Quadrant Capital Group
Ohio
$1.96M
AI
165
Atria Investments
North Carolina
$1.95M
GI
166
GAMCO Investors
Connecticut
$1.89M
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.88M
KK
168
KLP Kapitalforvaltning
Norway
$1.87M
US Bancorp
169
US Bancorp
Minnesota
$1.87M
PCMK
170
Paragon Capital Management (Kansas)
Kansas
$1.85M
IC
171
IEQ Capital
California
$1.76M
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$1.74M
SG Americas Securities
173
SG Americas Securities
New York
$1.71M
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$1.71M
IP
175
Interval Partners
New York
$1.69M