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UMB Financial

398 hedge funds and large institutions have $8.2B invested in UMB Financial in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.59% more ownership

Funds ownership: 90.63%91.22% (+0.59%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

2% less funds holding

Funds holding: 406398 (-8)

Holders
398
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
SC
183
Savant Capital
Illinois
$1.3M
SIC
184
SJS Investment Consulting
Ohio
$1.3M
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$1.3M
AP
186
Atwood & Palmer
Missouri
$1.27M
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$1.23M
X
188
Xponance
Pennsylvania
$1.21M
AI
189
Accredited Investors
Minnesota
$1.18M
MPM
190
Meritage Portfolio Management
Kansas
$1.17M
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$1.17M
State Board of Administration of Florida Retirement System
192
State Board of Administration of Florida Retirement System
Florida
$1.17M
NA
193
NewEdge Advisors
Louisiana
$1.16M
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$1.15M
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$1.11M
CP
196
CenterBook Partners
Connecticut
$1.05M
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$1.02M
BA
198
Bridgewater Associates
Connecticut
$999K
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$996K
HW
200
Hancock Whitney
Mississippi
$956K