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UMB Financial

479 hedge funds and large institutions have $10.4B invested in UMB Financial in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 175 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

31% more capital invested

Capital invested by funds: $7.88B → $10.4B (+$2.48B)

22% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 143

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 452479 (+27)

4.08% more ownership

Funds ownership: 91.75%95.83% (+4.1%)

Holders
479
Holders Change
+27
Holders Change %
+5.97%
% of All Funds
5.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
83
Increased
175
Reduced
143
Closed
48
Calls
$3.3M
Puts
Net Calls
+$3.3M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
501
Vontobel Holding
Switzerland
-$368K -3,265 Closed
PAP
502
Persistent Asset Partners
Hong Kong
-$325K -2,879 Closed
MM
503
MQS Management
New York
-$309K -2,743 Closed
FNA
504
First National Advisers
Nebraska
-$307K -2,724 Closed
Connor, Clark & Lunn Investment Management (CC&L)
505
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$304K -2,695 Closed
AU
506
AlphaGrep UK
-$304K -2,691 Closed
XT
507
XTX Topco
Cayman Islands
-$289K -2,564 Closed
IAN
508
Integrated Advisors Network
Texas
-$272K -2,408 Closed
Marshall Wace
509
Marshall Wace
United Kingdom
-$271K -2,400 Closed
BPA
510
Beacon Pointe Advisors
California
-$264K -2,342 Closed
CAS
511
CTC Alternative Strategies
Illinois
-$259K -2,300 Closed
1832 Asset Management
512
1832 Asset Management
Ontario, Canada
-$256K -2,268 Closed
WG
513
Winton Group
United Kingdom
-$239K -2,115 Closed
LCM
514
Landscape Capital Management
New Jersey
-$201K -1,780 Closed
CAM
515
Clarity Asset Management
Iowa
-$73.4K -650 Closed
MWC
516
MBM Wealth Consultants
Missouri
-$26.1K -231 Closed
FG
517
Fairman Group
Pennsylvania
-$25.6K -226 Closed
RFP
518
Root Financial Partners
California
-$23.7K -210 Closed
ACM
519
Aquatic Capital Management
Illinois
-$12.5K -111 Closed
FIA
520
FNY Investment Advisers
New York
-$5K -50 Closed
NS
521
NBC Securities
Alabama
-$2.25K -20 Closed
AGWCA
522
Annis Gardner Whiting Capital Advisors
Florida
-$1.24K -11 Closed
TPWA
523
Twin Peaks Wealth Advisors
California
-$790 -7 Closed
RS
524
Rakuten Securities
Japan
-$564 -5 Closed
VWM
525
Vermillion Wealth Management
Minnesota
-$564 -5 Closed

UMBF Hedge Fund Activity: Q2 2026 in Review

479 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2026, worth a combined $10.4B — up 31% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UMBF positions and 48 closed out — a net gain of 35 holders — while 175 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Wellington Management Group, cutting an estimated $131M.

  • 479 institutional investors held UMB Financial (UMBF) as of Q2 2026, up from 452 in Q1 2026.
  • Funds reported $10.4B of UMB Financial stock for Q2 2026, up 31% quarter-over-quarter.
  • 83 funds opened new UMB Financial positions in Q2 2026 and 48 closed out, a net change of +35 holders.
  • The largest UMB Financial buyer in Q2 2026 was BlackRock, an estimated $112M added.
  • The largest UMB Financial seller in Q2 2026 was Wellington Management Group, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2026.