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UMB Financial

402 hedge funds and large institutions have $8.18B 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: 90.61%91.03% (+0.42%)

1% less funds holding

Funds holding: 406402 (-4)

Holders
402
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
BCI
176
Brinker Capital Investments
Pennsylvania
$1.65M
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$1.65M
AOCA
178
Angel Oak Capital Advisors
Georgia
$1.61M
VOYA Investment Management
179
VOYA Investment Management
Georgia
$1.55M
FWM
180
Fortress Wealth Management
California
$1.51M
SCM
181
Steele Capital Management
Iowa
$1.47M
SCM
182
Sterling Capital Management
North Carolina
$1.43M
SIC
183
SJS Investment Consulting
Ohio
$1.3M
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$1.3M
AP
185
Atwood & Palmer
Missouri
$1.27M
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$1.23M
X
187
Xponance
Pennsylvania
$1.21M
AI
188
Accredited Investors
Minnesota
$1.18M
MPM
189
Meritage Portfolio Management
Kansas
$1.17M
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$1.17M
State Board of Administration of Florida Retirement System
191
State Board of Administration of Florida Retirement System
Florida
$1.17M
NA
192
NewEdge Advisors
Louisiana
$1.16M
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
$1.15M
Pacer Advisors
194
Pacer Advisors
Pennsylvania
$1.11M
CP
195
CenterBook Partners
Connecticut
$1.05M
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$1.02M
BA
197
Bridgewater Associates
Connecticut
$999K
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$996K
HW
199
Hancock Whitney
Mississippi
$956K
CCB
200
Country Club Bank
Missouri
$940K