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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 %
OC
176
Oppenheimer & Co
New York
$1.41M +$1.41M +13,968 New
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$1.41M +$495K +4,900 +54%
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$1.41M +$505K +5,000 +56%
KCM
179
Kennedy Capital Management
Missouri
$1.38M +$1.38M +13,668 New
SCM
180
Sterling Capital Management
North Carolina
$1.38M -$79.9K -790 -5%
PCMK
181
Paragon Capital Management (Kansas)
Kansas
$1.34M
CL
182
Choreo LLC
Illinois
$1.29M +$587K +5,787 +83%
SG Americas Securities
183
SG Americas Securities
New York
$1.29M -$236K -2,337 -15%
FWM
184
Fortress Wealth Management
California
$1.29M +$1.29M +12,780 New
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$1.29M
X
186
Xponance
Pennsylvania
$1.23M +$348K +3,444 +39%
PAP
187
Persistent Asset Partners
Hong Kong
$1.21M +$1.21M +11,959 New
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$1.11M +$428K +4,236 +62%
AI
189
Accredited Investors
Minnesota
$1.1M +$1.1M +10,921 New
State Board of Administration of Florida Retirement System
190
State Board of Administration of Florida Retirement System
Florida
$1.1M +$668K +6,608 +155%
IP
191
Interval Partners
New York
$1.09M -$3.79M -37,439 -78%
AP
192
Atwood & Palmer
Missouri
$1.08M +$703K +6,951 +184%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.08M +$254K +2,504 +31%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$788K +7,795 +278%
HSA
195
Hussman Strategic Advisors
Maryland
$1.06M -$637K -6,300 -38%
BCI
196
Brinker Capital Investments
Pennsylvania
$1.04M +$26K +257 +3%
OPS
197
Orion Portfolio Solutions
Nebraska
$1.04M +$26K +257 +3%
MPM
198
Meritage Portfolio Management
Kansas
$1M
AOCA
199
Angel Oak Capital Advisors
Georgia
$981K +$981K +9,700 New
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$958K +$28.2K +279 +3%