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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
Sumitomo Mitsui Trust Group
276
Sumitomo Mitsui Trust Group
Japan
$412K +$439K +3,650 New
AHL
277
Abel Hall LLC
Louisiana
$406K -$91.6K -761 -17%
GS
278
GTS Securities
New York
$403K +$431K +3,577 New
VI
279
Vestcor Inc
New Brunswick, Canada
$402K +$429K +3,567 New
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$392K +$222K +1,843 +113%
PA
281
Profund Advisors
Maryland
$391K -$50.2K -417 -11%
CIA
282
Concurrent Investment Advisors
Florida
$388K -$359K -2,980 -46%
KHC
283
Koesten Hirschmann & Crabtree
Kansas
$382K
Vontobel Holding
284
Vontobel Holding
Switzerland
$368K -$15.6K -130 -4%
OC
285
Oppenheimer & Co
New York
$368K -$6.02K -50 -2%
DWA
286
Douglass Winthrop Advisors
New York
$367K -$107K -890 -21%
FCT
287
First Community Trust
Iowa
$359K
LA
288
LexAurum Advisors
Kansas
$354K +$378K +3,137 New
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$349K +$64.2K +533 +21%
SPIA
290
Steward Partners Investment Advisory
New York
$349K +$22.4K +186 +6%
FPW
291
Flywheel Private Wealth
California
$338K +$361K +3,000 New
UCFA
292
United Capital Financial Advisors
Texas
$330K +$130K +1,083 +59%
APP
293
Avantax Planning Partners
Iowa
$329K +$112K +930 +47%
PAP
294
Persistent Asset Partners
Hong Kong
$325K +$347K +2,879 New
MYIA
295
Mount Yale Investment Advisors
Colorado
$324K +$346K +2,872 New
ATPW
296
Ashton Thomas Private Wealth
Arizona
$322K +$93.6K +778 +37%
EI
297
Ethic Inc
New York
$322K -$12.5K -104 -4%
IIC
298
Integrated Investment Consultants
Michigan
$320K -$14.9K -124 -4%
HNWAG
299
High Net Worth Advisory Group
Florida
$316K
KCM
300
Kornitzer Capital Management
Kansas
$316K