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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
TCM
426
TD Capital Management
Tennessee
$1.92K +$2.05K +17 New
ZBNA
427
Zions Bancorporation, National Association
Utah
$1.92K +$2.05K +17 New
SWM
428
Spire Wealth Management
Virginia
$1.8K
DF
429
Dunhill Financial
United Kingdom
$1.63K +$1.56K +13 +1,300%
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 +$722 +6 +100%
IA
434
IFP Advisors
Florida
$1.35K -$2.53K -21 -64%
NB
435
NBT Bank
New York
$1.35K +$1.44K +12 New
BHWM
436
Bay Harbor Wealth Management
Maryland
$1.25K +$481 +4 +57%
AGWCA
437
Annis Gardner Whiting Capital Advisors
Florida
$1.24K -$120 -1 -8%
TM
438
Torren Management
California
$1.16K -$37.4K -311 -97%
CA
439
Clearstead Advisors
Ohio
$1.13K -$30.7K -255 -96%
WTA
440
Washington Trust Advisors
Massachusetts
$1.02K -$2.53K -21 -70%
TPWA
441
Twin Peaks Wealth Advisors
California
$790 +$843 +7 New
HIA
442
HFM Investment Advisors
New Jersey
$564
RS
443
Rakuten Securities
Japan
$564
VWM
444
Vermillion Wealth Management
Minnesota
$564 +$602 +5 New
PWMG
445
Prestige Wealth Management Group
New Jersey
$453 +$481 +4 New
BWA
446
Basecamp Wealth Advisors
Washington
$226
CW
447
Curio Wealth
Maryland
$226 +$241 +2 New
HFS
448
Hughes Financial Services
Virginia
$226 +$241 +2 New
TFM
449
TFC Financial Management
Massachusetts
$113
VWA
450
Valued Wealth Advisors
Utah
$9