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UMB Financial

445 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, 158 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 147

4% less capital invested

Capital invested by funds: $8.17B → $7.88B (-$288M)

1.7% less ownership

Funds ownership: 93.42%91.72% (-1.7%)

Holders
445
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.49M
Puts
$11K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$24.3M
BTW
52
Boston Trust Walden
Massachusetts
$23.5M
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$21.8M
SEI Investments
54
SEI Investments
Pennsylvania
$21.5M
AQR Capital Management
55
AQR Capital Management
Connecticut
$21.5M
UBS AM
56
UBS AM
Illinois
$21.1M
WCM Investment Management
57
WCM Investment Management
California
$19.6M
Federated Hermes
58
Federated Hermes
Pennsylvania
$19.3M
PTEAP
59
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$19.2M
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$18.1M
Millennium Management
61
Millennium Management
New York
$18M
EMFAT
62
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.9M
CAM
63
Congress Asset Management
Massachusetts
$17.1M
Swiss National Bank
64
Swiss National Bank
Switzerland
$16.9M
GCM
65
Gator Capital Management
Florida
$16.4M
Wells Fargo
66
Wells Fargo
California
$15.6M
William Blair Investment Management
67
William Blair Investment Management
Illinois
$15.1M
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$15M
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$14.9M
CVA
70
Ceredex Value Advisors
Florida
$14.8M
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$13.1M
Creative Planning
72
Creative Planning
Kansas
$11.9M
Natixis Advisors
73
Natixis Advisors
Massachusetts
$11.8M
MOACM
74
Mutual of America Capital Management
New York
$11M
Legal & General Group
75
Legal & General Group
United Kingdom
$11M