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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
WG
376
Wellington Group
Indiana
$33.7K -$9.03K -75 -20%
BC
377
Bayforest Capital
United Kingdom
$33.5K -$123K -1,022 -77%
RIL
378
Rothschild Investment LLC
Illinois
$33K -$5.78K -48 -14%
ME
379
McIlrath & Eck
Washington
$32.8K
Mitsubishi UFJ Asset Management
380
Mitsubishi UFJ Asset Management
Japan
$30K
Simplex Trading
381
Simplex Trading
Illinois
$29.6K +$31.5K +262 New
AIM
382
Axiom Investment Management
New York
$28.2K +$30.1K +250 New
AAP
383
Arax Advisory Partners
Colorado
$27.7K -$5.9K -49 -17%
CTC
384
Central Trust Company
Missouri
$26.8K
MWC
385
MBM Wealth Consultants
Missouri
$26.1K +$27.8K +231 New
FG
386
Fairman Group
Pennsylvania
$25.6K
Optiver Holding
387
Optiver Holding
Netherlands
$25.5K -$16.9K -140 -38%
RFP
388
Root Financial Partners
California
$23.7K +$5.05K +42 +25%
AWA
389
Acumen Wealth Advisors
Tennessee
$17.9K +$241 +2 +1%
QC
390
Quent Capital
New York
$16.8K
LFG
391
Larson Financial Group
Missouri
$16.8K +$1.2K +10 +7%
ACM
392
Accent Capital Management
Ohio
$16.3K -$722 -6 -4%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$602 +5 +4%
HNB
394
Huntington National Bank
Ohio
$13.6K +$5.18K +43 +55%
ACM
395
Aquatic Capital Management
Illinois
$12.5K -$1.14M -9,493 -99%
PCM
396
Peregrine Capital Management
Minnesota
$12.4K -$5.87M -48,741 -100%
DB
397
Danske Bank
Denmark
$12.4K -$144K -1,200 -92%
CFO
398
CVA Family Office
Colorado
$11.5K +$12.3K +102 New
HFS
399
Horizon Financial Services
North Carolina
$10.7K
BBHC
400
Brown Brothers Harriman & Co
New York
$10.2K