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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
N
26
Nuveen
North Carolina
$74M -$16.2M -134,711 -17%
ClearBridge Investments
27
ClearBridge Investments
New York
$73.3M +$4.28M +35,534 +6%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$68.5M +$14.6M +121,248 +25%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$62.3M -$99.2K -824 -0.1%
JIC
30
Johnson Investment Counsel
Ohio
$54.5M +$14.5M +120,831 +33%
VFT
31
Vanguard Fiduciary Trust
Pennsylvania
$52.2M +$55.7M +463,142 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$50.3M -$1.57M -13,026 -3%
NPIC
33
Neumeier Poma Investment Counsel
California
$45.6M +$8.09M +67,195 +20%
SFM
34
Systematic Financial Management
New Jersey
$39.1M +$73.4K +610 +0.2%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$38.3M -$1.63M -13,539 -4%
NIG
36
NFJ Investment Group
Texas
$36.8M -$2.68M -22,272 -6%
Franklin Resources
37
Franklin Resources
California
$35.4M -$3.92M -32,559 -9%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$35.4M -$19.1M -158,603 -33%
JP Morgan Chase
39
JP Morgan Chase
New York
$34.2M -$7M -58,176 -16%
VNIM
40
Vaughan Nelson Investment Management
Texas
$33.3M +$35.5M +294,880 New
UBS Group
41
UBS Group
Switzerland
$33M -$7.22M -59,958 -17%
Raymond James Financial
42
Raymond James Financial
Florida
$32.2M +$1.17M +9,707 +4%
Bessemer Group
43
Bessemer Group
New Jersey
$31.7M +$33.8M +280,785 +61,983%
T. Rowe Price Investment Management
44
T. Rowe Price Investment Management
Maryland
$31.2M +$4.98M +41,396 +18%
Invesco
45
Invesco
Georgia
$30.9M -$1.06M -8,777 -3%
EA
46
Emerald Advisers
Pennsylvania
$30.2M -$946K -7,858 -3%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$30.1M +$20.5M +170,107 +176%
Fisher Asset Management
48
Fisher Asset Management
Washington
$27.3M -$2.93M -24,313 -9%
SCA
49
Stieven Capital Advisors
Missouri
$25.8M -$96.3K -800 -0.3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$25.7M +$394K +3,276 +1%