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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
GI
351
GAMMA Investing
California
$163K
Los Angeles Capital Management
352
Los Angeles Capital Management
California
$157K
AF
353
Advisornet Financial
Minnesota
$157K
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$157K
PA
355
Parallel Advisors
California
$155K
ASN
356
Advisory Services Network
Georgia
$146K
MCM
357
MAI Capital Management
Ohio
$144K
AF
358
Allworth Financial
California
$128K
1IA
359
1620 Investment Advisors
Massachusetts
$111K
HNB
360
Hilltop National Bank
Wyoming
$104K
VCM
361
Versant Capital Management
Arizona
$98.4K
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$97.2K
SAM
363
Smartleaf Asset Management
Massachusetts
$96.7K
MAM
364
Marquette Asset Management
Minnesota
$93.2K
C
365
Covestor
United Kingdom
$79K
TC
366
Trust Company
Kansas
$75.6K
CAM
367
Clarity Asset Management
Iowa
$73.4K
ECSS
368
Eurizon Capital SGR SpA
$71K
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$65.5K
EWA
370
EverSource Wealth Advisors
Alabama
$44.7K
KAS
371
Kemnay Advisory Services
New York
$42.9K
HHCP
372
Hilton Head Capital Partners
South Carolina
$41.2K
HCA
373
Harbor Capital Advisors
Illinois
$40K
CSB
374
City State Bank
Iowa
$33.8K
Nomura Asset Management
375
Nomura Asset Management
Japan
$33.8K