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

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
TCM
426
TD Capital Management
Tennessee
$1.92K
ZBNA
427
Zions Bancorporation, National Association
Utah
$1.92K
SWM
428
Spire Wealth Management
Virginia
$1.8K
DF
429
Dunhill Financial
United Kingdom
$1.63K
TWD
430
True Wealth Design
Ohio
$1.58K
DPW
431
DiNuzzo Private Wealth
Pennsylvania
$1.47K
PWA
432
Physician Wealth Advisors
Utah
$1.35K
RWM
433
Rialto Wealth Management
New York
$1.35K
IA
434
IFP Advisors
Florida
$1.35K
NB
435
NBT Bank
New York
$1.35K
BHWM
436
Bay Harbor Wealth Management
Maryland
$1.25K
AGWCA
437
Annis Gardner Whiting Capital Advisors
Florida
$1.24K
TM
438
Torren Management
California
$1.16K
CA
439
Clearstead Advisors
Ohio
$1.13K
WTA
440
Washington Trust Advisors
Massachusetts
$1.02K
TPWA
441
Twin Peaks Wealth Advisors
California
$790
HIA
442
HFM Investment Advisors
New Jersey
$564
RS
443
Rakuten Securities
Japan
$564
VWM
444
Vermillion Wealth Management
Minnesota
$564
PWMG
445
Prestige Wealth Management Group
New Jersey
$453
BWA
446
Basecamp Wealth Advisors
Washington
$226
CW
447
Curio Wealth
Maryland
$226
HFS
448
Hughes Financial Services
Virginia
$226
TFM
449
TFC Financial Management
Massachusetts
$113
VWA
450
Valued Wealth Advisors
Utah
$9