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UMB Financial

407 hedge funds and large institutions have $6.7B invested in UMB Financial in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 191 increasing their positions, 72 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
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
$1.36M
Puts
$288K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
201
Campbell & Co Investment Adviser
Maryland
$942K
SIM
202
SummerHaven Investment Management
Connecticut
$925K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$911K
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$815K
HW
205
Hancock Whitney
Mississippi
$814K
SOADOR
206
State of Alaska Department of Revenue
Alaska
$805K
CCB
207
Country Club Bank
Missouri
$803K
Squarepoint
208
Squarepoint
New York
$794K
IWM
209
IHT Wealth Management
Illinois
$793K
CL
210
CSS LLC
Illinois
$780K
CWMK
211
Caliber Wealth Management (Kansas)
Kansas
$780K
HSBC Holdings
212
HSBC Holdings
United Kingdom
$777K
SOW
213
State of Wyoming
Wyoming
$767K
VF
214
Vest Financial
Virginia
$761K
KCPG
215
Kavar Capital Partners Group
Kansas
$748K
FWP
216
FAS Wealth Partners
Kansas
$746K
CPC
217
Cookson Peirce & Co
Pennsylvania
$745K
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
$743K
SPS
219
Susquehanna Portfolio Strategies
Pennsylvania
$733K
B
220
Bailard
California
$720K
IC
221
IEQ Capital
California
$719K
OQS
222
Occudo Quantitative Strategies
Florida
$717K
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$690K
DTL
224
Dynamic Technology Lab
Singapore
$690K
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$672K