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UMB Financial

445 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, 158 increasing their positions, 147 reducing their positions, and 27 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: 158 | Existing positions reduced: 147

4% less capital invested

Capital invested by funds: $8.17B → $7.88B (-$288M)

1.7% less ownership

Funds ownership: 93.42%91.72% (-1.7%)

Holders
445
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
KFI
401
Key Financial Inc
Pennsylvania
$7.11K
RF
402
Rossby Financial
Florida
$6.31K
FFO
403
Fortitude Family Office
Arizona
$6.2K
QL
404
Quarry LP
New York
$5.64K
BWL
405
Bogart Wealth LLC
Virginia
$5.41K
FIA
406
FNY Investment Advisers
New York
$5K
JSAM
407
J. Safra Asset Management
New York
$4.74K
MCM
408
Manchester Capital Management
Vermont
$4.06K
LI
409
LRI Investments
Florida
$4.06K
SL
410
Salomon & Ludwin
Virginia
$4.03K
SS
411
Sunbelt Securities
Texas
$3.72K
PWMG
412
Private Wealth Management Group
New Jersey
$2.71K
JWM
413
JPL Wealth Management
Colorado
$2.6K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$2.48K
BIA
415
Bell Investment Advisors
California
$2.48K
AFC
416
Ares Financial Consulting
California
$2.41K
S
417
Sachetta
Massachusetts
$2.37K
NS
418
NBC Securities
Alabama
$2.25K
WA
419
WPG Advisers
Maryland
$2.14K
CAL
420
Capital Advisors Ltd
Ohio
$2K
AW
421
Avion Wealth
Texas
$2K
EPL
422
Essential Partners LLC
California
$1.92K
TCM
423
TD Capital Management
Tennessee
$1.92K
ZBNA
424
Zions Bancorporation, National Association
Utah
$1.92K
SWM
425
Spire Wealth Management
Virginia
$1.8K