We are live on ! Find out more
UMBF icon

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
SLAM
251
Swiss Life Asset Management
$554K +$172K +1,429 +41%
KA
252
KLCM Advisors
Wisconsin
$550K
IFU
253
iSAM Funds (UK)
United Kingdom
$548K +$585K +4,862 New
SCTC
254
Sanibel Captiva Trust Company
Florida
$538K -$11.4K -95 -2%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$513K -$1.52M -12,669 -74%
AA
256
ALPS Advisors
Colorado
$506K +$540K +4,490 New
MFG
257
Merit Financial Group
Georgia
$491K +$12.9K +107 +3%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$489K -$1.75M -14,555 -77%
WIM
259
WealthPlan Investment Management
Nebraska
$482K -$23.5K -195 -4%
SAM
260
Stembrook Asset Management
New Jersey
$482K
S
261
SignatureFD
Georgia
$479K +$10.4K +86 +2%
SFA
262
Sequoia Financial Advisors
Ohio
$478K -$255K -2,117 -33%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$458K
Amundi
264
Amundi
France
$454K +$233K +1,937 +93%
COI
265
Connable Office Inc
Michigan
$451K -$87.9K -730 -15%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$444K +$3.49K +29 +0.7%
PAS
267
Park Avenue Securities
New York
$441K -$52.7K -438 -10%
LRPA
268
L. Roy Papp & Associates
Arizona
$440K -$15.6K -130 -3%
DnB Asset Management
269
DnB Asset Management
Norway
$432K +$461K +3,828 New
TRCT
270
Tower Research Capital (TRC)
New York
$430K +$90K +748 +24%
NEWAS
271
N.E.W. Advisory Services
Wisconsin
$430K +$1.08K +9 +0.2%
TPI
272
Trust Point Inc
Wisconsin
$429K -$71.9K -597 -14%
SPC
273
Spirepoint Private Client
Florida
$423K +$127K +1,051 +39%
WWM
274
Whalen Wealth Management
Nevada
$422K +$450K +3,739 New
ITFISA
275
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$412K +$150K +1,250 +52%