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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
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$6.29M +$4.21M +35,000 +168%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$6.09M +$5.02M +41,698 +339%
Brown Advisory
103
Brown Advisory
Maryland
$5.99M -$322K -2,679 -5%
TCI
104
Triveni Capital Investments
Connecticut
$5.74M
FGP
105
Freestone Grove Partners
California
$5.66M +$6.04M +50,160 New
KCM
106
Kennedy Capital Management
Missouri
$5.54M
GIA
107
GHP Investment Advisors
Colorado
$5.5M +$240K +1,995 +4%
MT
108
Midwest Trust
Kansas
$5.46M -$149K -1,240 -2%
Osaic Holdings
109
Osaic Holdings
Arizona
$5.43M -$9.99K -83 -0.2%
Citigroup
110
Citigroup
New York
$5.4M -$1.69M -14,040 -23%
Holocene Advisors
111
Holocene Advisors
New York
$5.19M +$1.83M +15,184 +49%
Point72 Asset Management
112
Point72 Asset Management
Connecticut
$5.13M +$5.48M +45,497 New
OAM
113
Oppenheimer Asset Management
New York
$4.97M -$75.1K -624 -1%
FCM
114
FJ Capital Management
Virginia
$4.93M +$2.07M +17,191 +65%
BPIM
115
Brant Point Investment Management
New York
$4.89M -$79.4K -660 -1%
PU
116
Petiole USA
New York
$4.81M +$2.23M +18,500 +77%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$4.73M -$3.51M -29,176 -41%
Canada Life
118
Canada Life
Manitoba, Canada
$4.66M +$82.6K +686 +2%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.64M -$174K -1,449 -3%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$4.59M +$4.4M +36,593 +681%
MCM
121
Maltese Capital Management
New York
$4.39M -$3.14M -26,114 -40%
BMSSC
122
B. Metzler seel. Sohn & Co
Germany
$4.32M
VGA
123
Vanguard Global Advisers
Pennsylvania
$4.25M +$4.54M +37,721 New
PP
124
Prudential plc
United Kingdom
$4.22M +$4.5M +37,411 New
WCM
125
Wedge Capital Management
North Carolina
$4.18M -$1.55M -12,918 -26%