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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
MM
301
MQS Management
New York
$309K
SC
302
Savant Capital
Illinois
$308K
FNA
303
First National Advisers
Nebraska
$307K
Connor, Clark & Lunn Investment Management (CC&L)
304
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$304K
AWM
305
Aprio Wealth Management
Georgia
$302K
AssetMark Inc
306
AssetMark Inc
California
$300K
HNW
307
High Note Wealth
Minnesota
$296K
Canada Pension Plan Investment Board
308
Canada Pension Plan Investment Board
Ontario, Canada
$293K
CCM
309
Coldstream Capital Management
Washington
$289K
XT
310
XTX Topco
Cayman Islands
$289K
KBC Group
311
KBC Group
Belgium
$288K
MC
312
Moors & Cabot
Massachusetts
$287K
PE
313
PCM Encore
Colorado
$278K
MML Investors Services
314
MML Investors Services
Massachusetts
$278K
RWM
315
RMG Wealth Management
Wisconsin
$275K
SCM
316
Shelton Capital Management
Colorado
$272K
IAN
317
Integrated Advisors Network
Texas
$272K
Marshall Wace
318
Marshall Wace
United Kingdom
$271K
GT
319
Greenleaf Trust
Michigan
$270K
HI
320
Harbour Investments
Wisconsin
$268K
KFAS
321
Keating Financial Advisory Services
Kansas
$268K
BPA
322
Beacon Pointe Advisors
California
$264K
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$263K
ECM
324
Everence Capital Management
Indiana
$262K
OIA
325
OneDigital Investment Advisors
Kansas
$259K