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UMB Financial

403 hedge funds and large institutions have $8.19B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 159 increasing their positions, 120 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

6% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 49

0.42% more ownership

Funds ownership: 90.66%91.08% (+0.42%)

1% less funds holding

Funds holding: 407403 (-4)

Holders
403
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
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.4M
Prudential Financial
152
Prudential Financial
New Jersey
$2.36M
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$2.36M
State of New Jersey Common Pension Fund D
154
State of New Jersey Common Pension Fund D
New Jersey
$2.35M
AIP
155
Ameritas Investment Partners
Nebraska
$2.3M
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$2.27M
Stifel Financial
157
Stifel Financial
Missouri
$2.21M
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.17M
FNBOO
159
First National Bank of Omaha
Nebraska
$2.16M
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$2.15M
HF
161
HRT Financial
New York
$2.14M
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$2.13M
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$2.13M
SOMRS
164
State of Michigan Retirement System
Michigan
$2.02M
QCG
165
Quadrant Capital Group
Ohio
$1.96M
AI
166
Atria Investments
North Carolina
$1.95M
GI
167
GAMCO Investors
Connecticut
$1.89M
NMIMC
168
Northwestern Mutual Investment Management Company
Wisconsin
$1.88M
KK
169
KLP Kapitalforvaltning
Norway
$1.87M
US Bancorp
170
US Bancorp
Minnesota
$1.87M
PCMK
171
Paragon Capital Management (Kansas)
Kansas
$1.85M
IC
172
IEQ Capital
California
$1.76M
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$1.74M
SG Americas Securities
174
SG Americas Securities
New York
$1.71M
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.71M