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UMB Financial

408 hedge funds and large institutions have $8.17B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 35 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: 127 | Existing positions reduced: 159

Holders
408
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
SCM
176
Steele Capital Management
Iowa
$1.43M
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$1.42M
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$1.38M
CP
179
CenterBook Partners
Connecticut
$1.36M
IC
180
IEQ Capital
California
$1.34M
Teacher Retirement System of Texas
181
Teacher Retirement System of Texas
Texas
$1.33M
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$1.31M
SIC
183
SJS Investment Consulting
Ohio
$1.26M
SCM
184
Sterling Capital Management
North Carolina
$1.24M
AP
185
Atwood & Palmer
Missouri
$1.23M
HF
186
HRT Financial
New York
$1.23M
MPM
187
Meritage Portfolio Management
Kansas
$1.2M
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$1.17M
BAM
189
Bayview Asset Management
Florida
$1.15M
AI
190
Accredited Investors
Minnesota
$1.14M
State Board of Administration of Florida Retirement System
191
State Board of Administration of Florida Retirement System
Florida
$1.14M
Envestnet Portfolio Solutions
192
Envestnet Portfolio Solutions
Illinois
$1.12M
NA
193
NewEdge Advisors
Louisiana
$1.12M
HW
194
Hancock Whitney
Mississippi
$1.11M
ACM
195
Aquatic Capital Management
Illinois
$1.1M
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$1.08M
X
197
Xponance
Pennsylvania
$1.02M
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.01M
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$983K
IWM
200
IHT Wealth Management
Illinois
$964K