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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

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: 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
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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$2.68M
Cerity Partners
152
Cerity Partners
New York
$2.65M
SPS
153
Susquehanna Portfolio Strategies
Pennsylvania
$2.59M
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$2.49M
EPCA
155
Elizabeth Park Capital Advisors
Ohio
$2.48M
GC
156
Guggenheim Capital
Illinois
$2.45M
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M
Stifel Financial
158
Stifel Financial
Missouri
$2.37M
BAM
159
Bayview Asset Management
Florida
$2.36M
YCM
160
Yousif Capital Management
Michigan
$2.35M
ASRS
161
Arizona State Retirement System
Arizona
$2.35M
SG Americas Securities
162
SG Americas Securities
New York
$2.34M
State of New Jersey Common Pension Fund D
163
State of New Jersey Common Pension Fund D
New Jersey
$2.34M
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$2.33M
Allianz Asset Management
165
Allianz Asset Management
Germany
$2.32M
GLA
166
Great Lakes Advisors
Illinois
$2.28M
VIA
167
Vanguard Investments Australia
Australia
$2.27M
BFM
168
Boothbay Fund Management
New York
$2.27M
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.25M
PMAM
170
Picton Mahoney Asset Management
Ontario, Canada
$2.2M
FNBOO
171
First National Bank of Omaha
Nebraska
$2.2M
PCMK
172
Paragon Capital Management (Kansas)
Kansas
$2.17M
AIP
173
Ameritas Investment Partners
Nebraska
$2.16M
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$2.1M
ONB
175
Old National Bancorp
Indiana
$2.03M