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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$2.28M
FCM
152
Fieldview Capital Management
Michigan
$2.27M
Stifel Financial
153
Stifel Financial
Missouri
$2.26M
PCMK
154
Paragon Capital Management (Kansas)
Kansas
$2.22M
AIP
155
Ameritas Investment Partners
Nebraska
$2.2M
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$2.18M
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$2.08M
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M
QCG
159
Quadrant Capital Group
Ohio
$2.03M
KK
160
KLP Kapitalforvaltning
Norway
$1.97M
SOMRS
161
State of Michigan Retirement System
Michigan
$1.94M
AI
162
Atria Investments
North Carolina
$1.93M
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$1.93M
NMIMC
164
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M
US Bancorp
165
US Bancorp
Minnesota
$1.79M
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$1.64M
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$1.6M
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$1.6M
GI
169
GAMCO Investors
Connecticut
$1.6M
AOCA
170
Angel Oak Capital Advisors
Georgia
$1.56M
FFA
171
Farther Finance Advisors
California
$1.56M
BCI
172
Brinker Capital Investments
Pennsylvania
$1.51M
VOYA Investment Management
173
VOYA Investment Management
Georgia
$1.48M
SG Americas Securities
174
SG Americas Securities
New York
$1.47M
SCM
175
Steele Capital Management
Iowa
$1.43M