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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
CAS
326
CTC Alternative Strategies
Illinois
$259K
SA
327
Sanctuary Advisors
Indiana
$259K
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$257K
FAFN
329
First Affirmative Financial Network
Colorado
$256K
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$256K
HIM
331
Hillsdale Investment Management
Ontario, Canada
$255K
EH
332
Equitable Holdings
New York
$245K
ACA
333
Aptus Capital Advisors
Alabama
$243K
WG
334
Winton Group
United Kingdom
$239K
YMRC
335
Yorktown Management & Research Company
Virginia
$237K
DS
336
DRW Securities
Illinois
$234K
ES
337
ETF Store
Kansas
$232K
ETC
338
Exchange Traded Concepts
Oklahoma
$232K
RFC
339
Regions Financial Corp
Alabama
$229K
PAM
340
Panagora Asset Management
Massachusetts
$229K
GWANC
341
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
RWM
342
Ritholtz Wealth Management
New York
$225K
BAG
343
Bridgewealth Advisory Group
California
$219K
EIG
344
Ellenbecker Investment Group
Wisconsin
$211K
PS
345
Pinney & Scofield
Massachusetts
$208K
JFA
346
JNBA Financial Advisors
Minnesota
$208K
LCM
347
Landscape Capital Management
New Jersey
$201K
ECA
348
Elevated Capital Advisors
Utah
$188K
SOW
349
State of Wyoming
Wyoming
$172K
AIM
350
Acropolis Investment Management
Missouri
$167K