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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 %
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$2.02M +$212K +2,100 +12%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$2M +$253K +2,499 +14%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$1.95M +19,333 New
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.93M +$687K +6,800 +55%
Cerity Partners
155
Cerity Partners
New York
$1.91M -$159K -1,575 -8%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.9M +$724K +7,164 +62%
KTA
157
Keeley-Teton Advisors
Illinois
$1.89M -$21.7K -215 -1%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$1.89M +$21K +207 +1%
QCG
159
Quadrant Capital Group
Ohio
$1.72M +$1.45M +14,383 +542%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$1.71M
US Bancorp
161
US Bancorp
Minnesota
$1.69M +$368K +3,638 +28%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.64M +$653K +6,461 +66%
SOMRS
163
State of Michigan Retirement System
Michigan
$1.64M +$576K +5,700 +54%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M +$271K +2,674 +20%
Stifel Financial
165
Stifel Financial
Missouri
$1.61M +$1.42M +14,016 +723%
Prudential Financial
166
Prudential Financial
New Jersey
$1.6M -$1.04M -10,335 -39%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$1.59M +$780K +7,715 +96%
AI
168
Atria Investments
North Carolina
$1.56M +$715K +7,068 +84%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M +$532K +5,263 +53%
CWM
170
CIBC World Markets
New York
$1.53M +$1.11M +10,932 +260%
JCIA
171
Jackson Creek Investment Advisors
Colorado
$1.52M -$1.11K -11 -0.1%
KK
172
KLP Kapitalforvaltning
Norway
$1.51M +$547K +5,395 +57%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$1.49M +$380K +3,760 +34%
PFSRSONJ
174
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.47M +$503K +4,973 +52%
VRS
175
Virginia Retirement Systems
Virginia
$1.46M +$1.46M +14,417 New