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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
Sumitomo Mitsui Trust Group
276
Sumitomo Mitsui Trust Group
Japan
$412K
AHL
277
Abel Hall LLC
Louisiana
$406K
GS
278
GTS Securities
New York
$403K
VI
279
Vestcor Inc
New Brunswick, Canada
$402K
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$392K
PA
281
Profund Advisors
Maryland
$391K
CIA
282
Concurrent Investment Advisors
Florida
$388K
KHC
283
Koesten Hirschmann & Crabtree
Kansas
$382K
Vontobel Holding
284
Vontobel Holding
Switzerland
$368K
OC
285
Oppenheimer & Co
New York
$368K
DWA
286
Douglass Winthrop Advisors
New York
$367K
FCT
287
First Community Trust
Iowa
$359K
LA
288
LexAurum Advisors
Kansas
$354K
Mercer Global Advisors
289
Mercer Global Advisors
Colorado
$349K
SPIA
290
Steward Partners Investment Advisory
New York
$349K
FPW
291
Flywheel Private Wealth
California
$338K
UCFA
292
United Capital Financial Advisors
Texas
$330K
APP
293
Avantax Planning Partners
Iowa
$329K
PAP
294
Persistent Asset Partners
Hong Kong
$325K
MYIA
295
Mount Yale Investment Advisors
Colorado
$324K
ATPW
296
Ashton Thomas Private Wealth
Arizona
$322K
EI
297
Ethic Inc
New York
$322K
IIC
298
Integrated Investment Consultants
Michigan
$320K
HNWAG
299
High Net Worth Advisory Group
Florida
$316K
KCM
300
Kornitzer Capital Management
Kansas
$316K