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UMB Financial

449 hedge funds and large institutions have $7.88B invested in UMB Financial in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 149 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 149

4% less capital invested

Capital invested by funds: $8.17B → $7.88B (-$286M)

1.68% less ownership

Funds ownership: 93.42%91.74% (-1.7%)

Holders
449
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
$5.49M
Puts
$11K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$820K
SOADOR
227
State of Alaska Department of Revenue
Alaska
$804K
CBU
228
CIBC Bancorp USA
Illinois
$790K
M&T Bank
229
M&T Bank
New York
$770K
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$765K
BIG
231
Brooklyn Investment Group
New York
$750K
MAM
232
Martingale Asset Management
Massachusetts
$734K
CIM
233
Cambria Investment Management
California
$707K
FRM
234
Fox Run Management
Connecticut
$705K
HFS
235
Hantz Financial Services
Michigan
$703K
FT
236
Fiduciary Trust
Massachusetts
$701K
Man Group
237
Man Group
United Kingdom
$698K
P
238
&Partners
Tennessee
$665K
KFP
239
Kerr Financial Planning
California
$655K
HighTower Advisors
240
HighTower Advisors
Illinois
$621K
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$619K
EWA
242
EP Wealth Advisors
California
$600K
SAM
243
Securian Asset Management
Minnesota
$594K
CP
244
CenterBook Partners
Connecticut
$588K
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
$577K
ECM
246
Evergreen Capital Management
Washington
$575K
TCM
247
Tributary Capital Management
Nebraska
$572K
KeyBank National Association
248
KeyBank National Association
Ohio
$572K
WF
249
Whelan Financial
California
$565K
FWP
250
FAS Wealth Partners
Kansas
$560K