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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
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$6.29M
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$6.09M
Brown Advisory
103
Brown Advisory
Maryland
$5.99M
TCI
104
Triveni Capital Investments
Connecticut
$5.74M
FGP
105
Freestone Grove Partners
California
$5.66M
KCM
106
Kennedy Capital Management
Missouri
$5.54M
GIA
107
GHP Investment Advisors
Colorado
$5.5M
MT
108
Midwest Trust
Kansas
$5.46M
Osaic Holdings
109
Osaic Holdings
Arizona
$5.43M
Citigroup
110
Citigroup
New York
$5.4M
Holocene Advisors
111
Holocene Advisors
New York
$5.19M
Point72 Asset Management
112
Point72 Asset Management
Connecticut
$5.13M
OAM
113
Oppenheimer Asset Management
New York
$4.97M
FCM
114
FJ Capital Management
Virginia
$4.93M
BPIM
115
Brant Point Investment Management
New York
$4.89M
PU
116
Petiole USA
New York
$4.81M
Rafferty Asset Management
117
Rafferty Asset Management
New York
$4.73M
Canada Life
118
Canada Life
Manitoba, Canada
$4.66M
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.64M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$4.59M
MCM
121
Maltese Capital Management
New York
$4.39M
BMSSC
122
B. Metzler seel. Sohn & Co
Germany
$4.32M
VGA
123
Vanguard Global Advisers
Pennsylvania
$4.25M
PP
124
Prudential plc
United Kingdom
$4.22M
WCM
125
Wedge Capital Management
North Carolina
$4.18M