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

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
Norges Bank
451
Norges Bank
Norway
-$85.9M -746,569 Closed
BCM
452
Basswood Capital Management
New York
-$13.2M -115,120 Closed
OAM
453
OP Asset Management
-$3.66M -31,830 Closed
N
454
Natixis
France
-$3.21M -27,900 Closed
FCM
455
Fieldview Capital Management
Michigan
-$2.27M -19,692 Closed
GI
456
GAMCO Investors
Connecticut
-$1.6M -13,866 Closed
HF
457
HRT Financial
New York
-$1.23M -10,662 Closed
VCA
458
Verdence Capital Advisors
Maryland
-$500K -4,342 Closed
TSS
459
Two Sigma Securities
New York
-$432K -3,752 Closed
OF
460
Optimize Financial
California
-$423K -3,679 Closed
FFM
461
Forum Financial Management
Illinois
-$313K -2,722 Closed
HAG
462
HighPoint Advisor Group
Illinois
-$249K -2,163 Closed
Janney Montgomery Scott
463
Janney Montgomery Scott
Pennsylvania
-$235K -2,045 Closed
BRWA
464
B. Riley Wealth Advisors
Florida
-$234K -2,035 Closed
QT
465
Quantbot Technologies
New York
-$139K -1,212 Closed
A
466
AlphaQuest
New York
-$135K -1,175 Closed
ACM
467
Aster Capital Management
United Arab Emirates
-$73.4K -638 Closed
KAS
468
Kestra Advisory Services
Texas
-$68.9K -599 Closed
CIAM
469
Caitong International Asset Management
Hong Kong
-$50.8K -442 Closed
DT
470
DV Trading
Illinois
-$11.5K -100 Closed
HWA
471
HHM Wealth Advisors
Tennessee
-$6.44K -56 Closed
FHA
472
Flagship Harbor Advisors
Massachusetts
-$2.3K -20 Closed
WWA
473
Wealth Watch Advisors
Colorado
-$2.07K -18 Closed
TPBG
474
Turning Point Benefit Group
Maryland
-$1.96K -17 Closed
EW
475
Elyxium Wealth
California
-$115 -1 Closed