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UMB Financial

394 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, 159 increasing their positions, 116 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: $ → $

0.56% more ownership

Funds ownership: 90.63%91.19% (+0.56%)

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

3% less funds holding

Funds holding: 405394 (-11)

Holders
394
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
IWM
201
IHT Wealth Management
Illinois
$928K
SOADOR
202
State of Alaska Department of Revenue
Alaska
$923K
FT
203
Fiduciary Trust
Massachusetts
$919K
CBU
204
CIBC Bancorp USA
Illinois
$917K
CL
205
Choreo LLC
Illinois
$905K
GFA
206
Gallagher Fiduciary Advisors
Illinois
$901K
HighTower Advisors
207
HighTower Advisors
Illinois
$899K
AC
208
Armistice Capital
New York
$897K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$884K
KCPG
210
Kavar Capital Partners Group
Kansas
$876K
State of Wisconsin Investment Board
211
State of Wisconsin Investment Board
Wisconsin
$852K
GKWIM
212
Gerber Kawasaki Wealth & Investment Management
California
$831K
FCBT
213
First Citizens Bank & Trust
North Carolina
$826K
CIA
214
Concurrent Investment Advisors
Florida
$747K
VPIM
215
Vanguard Personalized Indexing Management
California
$728K
QCM
216
Quantinno Capital Management
New York
$704K
BAM
217
Bayview Asset Management
Florida
$679K
Marshall Wace
218
Marshall Wace
United Kingdom
$655K
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$649K
SAM
220
Securian Asset Management
Minnesota
$631K
Jones Financial Companies
221
Jones Financial Companies
Missouri
$606K
FWP
222
FAS Wealth Partners
Kansas
$604K
WF
223
Whelan Financial
California
$592K
WIM
224
WealthPlan Investment Management
Nebraska
$583K
KA
225
KLCM Advisors
Wisconsin
$577K