We are live on ! Find out more
UMBF icon

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
GI
351
GAMMA Investing
California
$163K +$8.19K +68 +5%
Los Angeles Capital Management
352
Los Angeles Capital Management
California
$157K
AF
353
Advisornet Financial
Minnesota
$157K +$1.93K +16 +1%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$157K +$35.7K +297 +27%
PA
355
Parallel Advisors
California
$155K +$19.3K +160 +13%
ASN
356
Advisory Services Network
Georgia
$146K +$156K +1,298 New
MCM
357
MAI Capital Management
Ohio
$144K +$42.2K +351 +38%
AF
358
Allworth Financial
California
$128K +$109K +903 +391%
1IA
359
1620 Investment Advisors
Massachusetts
$111K +$1.08K +9 +0.9%
HNB
360
Hilltop National Bank
Wyoming
$104K +$4.57K +38 +4%
VCM
361
Versant Capital Management
Arizona
$98.4K +$43.6K +362 +71%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$97.2K +$52.6K +437 +103%
SAM
363
Smartleaf Asset Management
Massachusetts
$96.7K -$1.08K -9 -1%
MAM
364
Marquette Asset Management
Minnesota
$93.2K
C
365
Covestor
United Kingdom
$79K -$52.5K -436 -38%
TC
366
Trust Company
Kansas
$75.6K
CAM
367
Clarity Asset Management
Iowa
$73.4K +$241 +2 +0.3%
ECSS
368
Eurizon Capital SGR SpA
$71K -$14.6K -121 -16%
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$65.5K -$843 -7 -1%
EWA
370
EverSource Wealth Advisors
Alabama
$44.7K +$2.05K +17 +4%
KAS
371
Kemnay Advisory Services
New York
$42.9K +$17.6K +146 +62%
HHCP
372
Hilton Head Capital Partners
South Carolina
$41.2K +$8.3K +69 +23%
HCA
373
Harbor Capital Advisors
Illinois
$40K +$20K +166 +89%
CSB
374
City State Bank
Iowa
$33.8K
Nomura Asset Management
375
Nomura Asset Management
Japan
$33.8K