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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
BTI
401
Blue Trust Inc
Georgia
$9.25K +$1.08K +9 +12%
JWA
402
JFS Wealth Advisors
Pennsylvania
$8.81K +$361 +3 +4%
PTC
403
Private Trust Company
Ohio
$8.23K -$18.1K -150 -67%
KFI
404
Key Financial Inc
Pennsylvania
$7.11K
RF
405
Rossby Financial
Florida
$6.31K +$5.54K +46 +511%
FFO
406
Fortitude Family Office
Arizona
$6.2K +$3.61K +30 +120%
QL
407
Quarry LP
New York
$5.64K +$6.02K +50 New
BWL
408
Bogart Wealth LLC
Virginia
$5.41K +$5.78K +48 New
FIA
409
FNY Investment Advisers
New York
$5K
JSAM
410
J. Safra Asset Management
New York
$4.74K +$2.41K +20 +91%
MCM
411
Manchester Capital Management
Vermont
$4.06K
LI
412
LRI Investments
Florida
$4.06K +$4.33K +36 New
SL
413
Salomon & Ludwin
Virginia
$4.03K
SS
414
Sunbelt Securities
Texas
$3.72K
PWMG
415
Private Wealth Management Group
New Jersey
$2.71K
JWM
416
JPL Wealth Management
Colorado
$2.6K +$2.77K +23 New
BIA
417
Bell Investment Advisors
California
$2.48K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$2.48K
AFC
419
Ares Financial Consulting
California
$2.41K
S
420
Sachetta
Massachusetts
$2.37K +$2.53K +21 New
NS
421
NBC Securities
Alabama
$2.25K
WA
422
WPG Advisers
Maryland
$2.14K +$1.44K +12 +171%
CAL
423
Capital Advisors Ltd
Ohio
$2K
AW
424
Avion Wealth
Texas
$2K +$2.41K +20 +333%
EP
425
Essential Partners
California
$1.92K