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UMB Financial

351 hedge funds and large institutions have $5.77B invested in UMB Financial in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+30
Holders Change %
+9.35%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
57
Increased
129
Reduced
115
Closed
24
Calls
$1.57M
Puts
$203K
Net Calls
+$1.37M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
201
Cookson Peirce & Co
Pennsylvania
$705K +$258K +2,282 +58%
XT
202
XTX Topco
Cayman Islands
$679K +$679K +6,019 New
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$678K +$26.2K +232 +4%
AACP
204
Advantage Alpha Capital Partners
California
$673K +$78.2K +693 +13%
Nomura Holdings
205
Nomura Holdings
Japan
$664K +$664K +5,881 New
FCM
206
Fieldview Capital Management
Michigan
$662K +$662K +5,864 New
GFA
207
Gallagher Fiduciary Advisors
Illinois
$651K +$97.8K +867 +18%
Vontobel Holding
208
Vontobel Holding
Switzerland
$626K +$325K +2,877 +108%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$621K -$6.66K -59 -1%
TRCT
210
Tower Research Capital (TRC)
New York
$618K +$388K +3,437 +169%
LCM
211
Landscape Capital Management
New Jersey
$583K -$70.3K -623 -11%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$571K
PA
213
Profund Advisors
Maryland
$555K +$113K +998 +25%
SCTC
214
Sanibel Captiva Trust Company
Florida
$549K +$32.6K +289 +6%
D.E. Shaw & Co
215
D.E. Shaw & Co
New York
$514K -$6.8M -60,253 -93%
Janus Henderson Group
216
Janus Henderson Group
United Kingdom
$511K -$1.35M -11,922 -72%
WIM
217
WealthPlan Investment Management
Nebraska
$507K +$1.58K +14 +0.3%
VPIM
218
Vanguard Personalized Indexing Management
California
$506K +$44.1K +391 +10%
State Board of Administration of Florida Retirement System
219
State Board of Administration of Florida Retirement System
Florida
$481K -$179K -1,590 -27%
GS
220
GTS Securities
New York
$480K +$480K +4,250 New
P
221
Pitcairn
Pennsylvania
$479K +$32.3K +286 +7%
CWM
222
CIBC World Markets
New York
$474K +$474K +4,197 New
Allianz Asset Management
223
Allianz Asset Management
Germany
$463K -$1.27M -11,233 -73%
AWS
224
Atria Wealth Solutions
New York
$461K -$165K -1,455 -26%
LRPA
225
L. Roy Papp & Associates
Arizona
$455K