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UMB Financial

410 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 48 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
410
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
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.29M
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$2.28M
FCM
153
Fieldview Capital Management
Michigan
$2.27M
Stifel Financial
154
Stifel Financial
Missouri
$2.26M
PCMK
155
Paragon Capital Management (Kansas)
Kansas
$2.22M
AIP
156
Ameritas Investment Partners
Nebraska
$2.2M
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$2.18M
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$2.08M
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M
QCG
160
Quadrant Capital Group
Ohio
$2.03M
KK
161
KLP Kapitalforvaltning
Norway
$1.97M
SOMRS
162
State of Michigan Retirement System
Michigan
$1.94M
AI
163
Atria Investments
North Carolina
$1.93M
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$1.93M
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M
US Bancorp
166
US Bancorp
Minnesota
$1.79M
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$1.64M
NMERB
168
New Mexico Educational Retirement Board
New Mexico
$1.6M
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$1.6M
GI
170
GAMCO Investors
Connecticut
$1.6M
AOCA
171
Angel Oak Capital Advisors
Georgia
$1.56M
FFA
172
Farther Finance Advisors
California
$1.56M
BCI
173
Brinker Capital Investments
Pennsylvania
$1.51M
VOYA Investment Management
174
VOYA Investment Management
Georgia
$1.48M
SG Americas Securities
175
SG Americas Securities
New York
$1.47M