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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
MM
301
MQS Management
New York
$309K -$5.54K -46 -2%
SC
302
Savant Capital
Illinois
$308K +$329K +2,733 New
FNA
303
First National Advisers
Nebraska
$307K -$102K -845 -24%
Connor, Clark & Lunn Investment Management (CC&L)
304
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$304K +$324K +2,695 New
AWM
305
Aprio Wealth Management
Georgia
$302K +$104K +867 +48%
AssetMark Inc
306
AssetMark Inc
California
$300K +$32.6K +271 +11%
HNW
307
High Note Wealth
Minnesota
$296K
Canada Pension Plan Investment Board
308
Canada Pension Plan Investment Board
Ontario, Canada
$293K -$626K -5,200 -67%
CCM
309
Coldstream Capital Management
Washington
$289K +$20.6K +171 +7%
XT
310
XTX Topco
Cayman Islands
$289K +$309K +2,564 New
KBC Group
311
KBC Group
Belgium
$288K +$38.6K +321 +14%
MC
312
Moors & Cabot
Massachusetts
$287K -$48.1K -400 -14%
PE
313
PCM Encore
Colorado
$278K +$3.73K +31 +1%
MML Investors Services
314
MML Investors Services
Massachusetts
$278K -$158K -1,310 -35%
RWM
315
RMG Wealth Management
Wisconsin
$275K +$254K +2,109 New
SCM
316
Shelton Capital Management
Colorado
$272K
IAN
317
Integrated Advisors Network
Texas
$272K -$2.74M -22,736 -90%
Marshall Wace
318
Marshall Wace
United Kingdom
$271K +$289K +2,400 New
GT
319
Greenleaf Trust
Michigan
$270K +$3.01K +25 +1%
HI
320
Harbour Investments
Wisconsin
$268K +$286K +2,373 +79,100%
KFAS
321
Keating Financial Advisory Services
Kansas
$268K +$843 +7 +0.3%
BPA
322
Beacon Pointe Advisors
California
$264K +$282K +2,342 New
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$263K -$268K -2,225 -49%
ECM
324
Everence Capital Management
Indiana
$262K
OIA
325
OneDigital Investment Advisors
Kansas
$259K -$38.5K -320 -12%