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UMB Financial

405 hedge funds and large institutions have $8.16B invested in UMB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 36 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: 126 | Existing positions reduced: 158

Holders
405
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
Truist Financial
201
Truist Financial
North Carolina
$918K
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$897K
CL
203
Choreo LLC
Illinois
$884K
FT
204
Fiduciary Trust
Massachusetts
$879K
DS
205
DRW Securities
Illinois
$871K
QCM
206
Quantinno Capital Management
New York
$869K
KCPG
207
Kavar Capital Partners Group
Kansas
$852K
EPCA
208
Elizabeth Park Capital Advisors
Ohio
$840K
M&T Bank
209
M&T Bank
New York
$826K
FCBT
210
First Citizens Bank & Trust
North Carolina
$822K
SOADOR
211
State of Alaska Department of Revenue
Alaska
$820K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$811K
GKWIM
213
Gerber Kawasaki Wealth & Investment Management
California
$799K
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$784K
CIA
215
Concurrent Investment Advisors
Florida
$739K
SFA
216
Sequoia Financial Advisors
Ohio
$731K
VPIM
217
Vanguard Personalized Indexing Management
California
$698K
HighTower Advisors
218
HighTower Advisors
Illinois
$674K
Man Group
219
Man Group
United Kingdom
$664K
CIM
220
Cambria Investment Management
California
$640K
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$631K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$618K
EWA
223
EP Wealth Advisors
California
$596K
KeyBank National Association
224
KeyBank National Association
Ohio
$591K
SAM
225
Securian Asset Management
Minnesota
$591K