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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
+56
Holders Change %
+15.95%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
111
Increased
191
Reduced
72
Closed
52
Calls
$1.36M
Puts
$288K
Net Calls
+$1.07M
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Shares
Change %
CCIA
201
Campbell & Co Investment Adviser
Maryland
$942K +$634K +6,271 +206%
SIM
202
SummerHaven Investment Management
Connecticut
$925K +$12.3K +122 +1%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$911K +$277K +2,743 +44%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$815K +$72.2K +714 +10%
HW
205
Hancock Whitney
Mississippi
$814K -$4.69M -46,356 -85%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$805K +$293K +2,900 +57%
CCB
207
Country Club Bank
Missouri
$803K +$142K +1,414 +21%
Squarepoint
208
Squarepoint
New York
$794K -$2.5M -24,683 -76%
IWM
209
IHT Wealth Management
Illinois
$793K +$793K +7,845 New
CL
210
CSS LLC
Illinois
$780K +$780K +7,719 New
CWMK
211
Caliber Wealth Management (Kansas)
Kansas
$780K +$780K +7,718 New
HSBC Holdings
212
HSBC Holdings
United Kingdom
$777K +$33K +328 +4%
SOW
213
State of Wyoming
Wyoming
$767K +$379K +3,752 +98%
VF
214
Vest Financial
Virginia
$761K +$761K +7,532 New
KCPG
215
Kavar Capital Partners Group
Kansas
$748K
FWP
216
FAS Wealth Partners
Kansas
$746K +$5.26K +52 +0.7%
CPC
217
Cookson Peirce & Co
Pennsylvania
$745K +$114K +1,124 +18%
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
$743K -$226K -2,237 -23%
SPS
219
Susquehanna Portfolio Strategies
Pennsylvania
$733K +$733K +7,250 New
B
220
Bailard
California
$720K +$334K +3,307 +87%
IC
221
IEQ Capital
California
$719K +$719K +7,083 New
OQS
222
Occudo Quantitative Strategies
Florida
$717K +$717K +7,155 New
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$690K -$1.09M -10,806 -61%
DTL
224
Dynamic Technology Lab
Singapore
$690K -$1.27M -12,571 -65%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$672K -$9K -89 -1%