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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

49,836% more call options, than puts

Call options by funds: $5.49M | Put options by funds: $11K

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 411449 (+38)

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
+38
Holders Change %
+9.25%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
73
Increased
159
Reduced
149
Closed
26
Calls
$5.49M
Puts
$11K
Net Calls
+$5.48M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$820K +$15K +125 +2%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$804K
CBU
228
CIBC Bancorp USA
Illinois
$790K +$843K +7,007 New
M&T Bank
229
M&T Bank
New York
$770K -$42.1K -350 -5%
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$765K -$19.7K -164 -2%
BIG
231
Brooklyn Investment Group
New York
$750K +$800K +6,646 New
MAM
232
Martingale Asset Management
Massachusetts
$734K +$783K +6,506 New
CIM
233
Cambria Investment Management
California
$707K +$84.5K +702 +13%
FRM
234
Fox Run Management
Connecticut
$705K +$771K +6,409 New
HFS
235
Hantz Financial Services
Michigan
$703K +$502K +4,169 +202%
FT
236
Fiduciary Trust
Massachusetts
$701K -$171K -1,423 -19%
Man Group
237
Man Group
United Kingdom
$698K +$50.4K +419 +7%
P
238
&Partners
Tennessee
$665K +$130K +1,077 +22%
KFP
239
Kerr Financial Planning
California
$655K +$604K +5,021 +2,473%
HighTower Advisors
240
HighTower Advisors
Illinois
$621K -$42.1K -350 -6%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$619K
EWA
242
EP Wealth Advisors
California
$600K +$16.5K +137 +3%
SAM
243
Securian Asset Management
Minnesota
$594K +$15.4K +128 +2%
CP
244
CenterBook Partners
Connecticut
$588K -$795K -6,603 -56%
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
$577K -$50.2M -416,945 -99%
ECM
246
Evergreen Capital Management
Washington
$575K +$128K +1,066 +27%
TCM
247
Tributary Capital Management
Nebraska
$572K -$15M -124,458 -96%
KeyBank National Association
248
KeyBank National Association
Ohio
$572K -$8.3K -69 -1%
WF
249
Whelan Financial
California
$565K +$120 +1 +0%
FWP
250
FAS Wealth Partners
Kansas
$560K -$361 -3 -0.1%