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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
SLAM
251
Swiss Life Asset Management
$554K
KA
252
KLCM Advisors
Wisconsin
$550K
IFU
253
iSAM Funds (UK)
United Kingdom
$548K
SCTC
254
Sanibel Captiva Trust Company
Florida
$538K
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$513K
AA
256
ALPS Advisors
Colorado
$506K
MFG
257
Merit Financial Group
Georgia
$491K
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$489K
WIM
259
WealthPlan Investment Management
Nebraska
$482K
SAM
260
Stembrook Asset Management
New Jersey
$482K
S
261
SignatureFD
Georgia
$479K
SFA
262
Sequoia Financial Advisors
Ohio
$478K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$458K
Amundi
264
Amundi
France
$454K
COI
265
Connable Office Inc
Michigan
$451K
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$444K
PAS
267
Park Avenue Securities
New York
$441K
LRPA
268
L. Roy Papp & Associates
Arizona
$440K
DnB Asset Management
269
DnB Asset Management
Norway
$432K
TRCT
270
Tower Research Capital (TRC)
New York
$430K
NEWAS
271
N.E.W. Advisory Services
Wisconsin
$430K
TPI
272
Trust Point Inc
Wisconsin
$429K
SPC
273
Spirepoint Private Client
Florida
$423K
WWM
274
Whalen Wealth Management
Nevada
$422K
ITFISA
275
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$412K