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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
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$1.42M
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$1.38M
CP
178
CenterBook Partners
Connecticut
$1.36M
IC
179
IEQ Capital
California
$1.34M
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$1.33M
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$1.31M
SIC
182
SJS Investment Consulting
Ohio
$1.26M
SCM
183
Sterling Capital Management
North Carolina
$1.24M
AP
184
Atwood & Palmer
Missouri
$1.23M
HF
185
HRT Financial
New York
$1.23M
MPM
186
Meritage Portfolio Management
Kansas
$1.2M
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$1.17M
BAM
188
Bayview Asset Management
Florida
$1.15M
AI
189
Accredited Investors
Minnesota
$1.14M
State Board of Administration of Florida Retirement System
190
State Board of Administration of Florida Retirement System
Florida
$1.14M
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
$1.12M
NA
192
NewEdge Advisors
Louisiana
$1.12M
HW
193
Hancock Whitney
Mississippi
$1.11M
ACM
194
Aquatic Capital Management
Illinois
$1.1M
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1.08M
X
196
Xponance
Pennsylvania
$1.02M
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$1.01M
Pacer Advisors
198
Pacer Advisors
Pennsylvania
$983K
IWM
199
IHT Wealth Management
Illinois
$964K
GFA
200
Gallagher Fiduciary Advisors
Illinois
$942K