We are live on ! Find out more
UMBF icon

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
CW
526
Curio Wealth
Maryland
-$226 -2 Closed
NWM
527
Navigoe Wealth Management
California
+$643 +5 New

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.