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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
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$36.3M +$32.7M +254,210 New
Fisher Asset Management
52
Fisher Asset Management
Washington
$34.7M +$92K +716 +0.3%
JT
53
Jupiter Topco
New York
$34M +$30.6M +238,162 New
EMFAT
54
Emerald Mutual Fund Advisers Trust
Pennsylvania
$33.6M +$9.91M +77,079 +49%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$33.5M +$851K +6,623 +3%
SEI Investments
56
SEI Investments
Pennsylvania
$32.3M +$4.6M +35,784 +19%
ProShare Advisors
57
ProShare Advisors
Maryland
$32.2M +$1.34M +10,425 +5%
UBS Group
58
UBS Group
Switzerland
$29.8M -$10.8M -84,335 -29%
SCA
59
Stieven Capital Advisors
Missouri
$29.1M -$3.18M -24,724 -11%
Invesco
60
Invesco
Georgia
$29M -$9.17M -71,302 -26%
BTW
61
Boston Trust Walden
Massachusetts
$28.3M -$1.3M -10,117 -5%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$28M +$321K +2,500 +1%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$26.5M -$10.5M -81,352 -30%
ACB
64
Aristotle Capital Boston
Massachusetts
$25.9M +$23.3M +181,329 New
WCM Investment Management
65
WCM Investment Management
California
$25.9M +$477K +3,712 +2%
UBS AM
66
UBS AM
Illinois
$25.6M -$948K -7,373 -4%
Handelsbanken Fonder
67
Handelsbanken Fonder
Sweden
$25.2M +$15.6M +121,050 +217%
Wells Fargo
68
Wells Fargo
California
$24.5M +$4.29M +33,367 +24%
PTEAP
69
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$24.3M
Swiss National Bank
70
Swiss National Bank
Switzerland
$20.7M -$656K -5,100 -3%
BCM
71
Basswood Capital Management
New York
$20.6M +$18.5M +144,257 New
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$20.1M +$1.03M +8,021 +6%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$19.3M +$4.01M +31,219 +30%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$19M +$21.7K +169 +0.1%
Creative Planning
75
Creative Planning
Kansas
$18.6M +$3.17M +24,664 +23%

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.