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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
BTI
401
Blue Trust Inc
Georgia
$9.25K
JWA
402
JFS Wealth Advisors
Pennsylvania
$8.81K
PTC
403
Private Trust Company
Ohio
$8.23K
KFI
404
Key Financial Inc
Pennsylvania
$7.11K
RF
405
Rossby Financial
Florida
$6.31K
FFO
406
Fortitude Family Office
Arizona
$6.2K
QL
407
Quarry LP
New York
$5.64K
BWL
408
Bogart Wealth LLC
Virginia
$5.41K
FIA
409
FNY Investment Advisers
New York
$5K
JSAM
410
J. Safra Asset Management
New York
$4.74K
MCM
411
Manchester Capital Management
Vermont
$4.06K
LI
412
LRI Investments
Florida
$4.06K
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
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
NS
421
NBC Securities
Alabama
$2.25K
WA
422
WPG Advisers
Maryland
$2.14K
CAL
423
Capital Advisors Ltd
Ohio
$2K
AW
424
Avion Wealth
Texas
$2K
EP
425
Essential Partners
California
$1.92K