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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
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$1.41M
OPERF
177
Oregon Public Employees Retirement Fund
Oregon
$1.41M
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$1.41M
KCM
179
Kennedy Capital Management
Missouri
$1.38M
SCM
180
Sterling Capital Management
North Carolina
$1.38M
PCMK
181
Paragon Capital Management (Kansas)
Kansas
$1.34M
CL
182
Choreo LLC
Illinois
$1.29M
SG Americas Securities
183
SG Americas Securities
New York
$1.29M
FWM
184
Fortress Wealth Management
California
$1.29M
Robeco Institutional Asset Management
185
Robeco Institutional Asset Management
Netherlands
$1.29M
X
186
Xponance
Pennsylvania
$1.23M
PAP
187
Persistent Asset Partners
Hong Kong
$1.21M
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$1.11M
AI
189
Accredited Investors
Minnesota
$1.1M
State Board of Administration of Florida Retirement System
190
State Board of Administration of Florida Retirement System
Florida
$1.1M
IP
191
Interval Partners
New York
$1.09M
AP
192
Atwood & Palmer
Missouri
$1.08M
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.08M
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$1.07M
HSA
195
Hussman Strategic Advisors
Maryland
$1.06M
OPS
196
Orion Portfolio Solutions
Nebraska
$1.04M
BCI
197
Brinker Capital Investments
Pennsylvania
$1.04M
MPM
198
Meritage Portfolio Management
Kansas
$1M
AOCA
199
Angel Oak Capital Advisors
Georgia
$981K
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$958K