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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
CAS
326
CTC Alternative Strategies
Illinois
$259K +$277K +2,300 New
SA
327
Sanctuary Advisors
Indiana
$259K +$39.1K +325 +16%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$257K
FAFN
329
First Affirmative Financial Network
Colorado
$256K +$273K +2,272 New
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$256K -$15.6K -130 -5%
HIM
331
Hillsdale Investment Management
Ontario, Canada
$255K +$265K +2,200 +3,667%
EH
332
Equitable Holdings
New York
$245K
ACA
333
Aptus Capital Advisors
Alabama
$243K +$1.93K +16 +0.7%
WG
334
Winton Group
United Kingdom
$239K +$255K +2,115 New
YMRC
335
Yorktown Management & Research Company
Virginia
$237K +$253K +2,100 New
DS
336
DRW Securities
Illinois
$234K -$661K -5,494 -73%
ES
337
ETF Store
Kansas
$232K -$102K -850 -29%
ETC
338
Exchange Traded Concepts
Oklahoma
$232K +$86.4K +718 +54%
RFC
339
Regions Financial Corp
Alabama
$229K -$16.1K -134 -6%
PAM
340
Panagora Asset Management
Massachusetts
$229K
GWANC
341
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K +$963 +8 +0.4%
RWM
342
Ritholtz Wealth Management
New York
$225K +$18.3K +152 +8%
BAG
343
Bridgewealth Advisory Group
California
$219K
EIG
344
Ellenbecker Investment Group
Wisconsin
$211K
PS
345
Pinney & Scofield
Massachusetts
$208K +$59.6K +495 +37%
JFA
346
JNBA Financial Advisors
Minnesota
$208K
LCM
347
Landscape Capital Management
New Jersey
$201K +$214K +1,780 New
ECA
348
Elevated Capital Advisors
Utah
$188K
SOW
349
State of Wyoming
Wyoming
$172K -$16.6K -138 -8%
AIM
350
Acropolis Investment Management
Missouri
$167K +$178K +1,482 New