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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$2.68M -$131K -1,087 -4%
Cerity Partners
152
Cerity Partners
New York
$2.65M +$35.4K +294 +1%
SPS
153
Susquehanna Portfolio Strategies
Pennsylvania
$2.59M
Ensign Peak Advisors
154
Ensign Peak Advisors
Utah
$2.49M -$95.4K -793 -3%
EPCA
155
Elizabeth Park Capital Advisors
Ohio
$2.48M +$1.77M +14,700 +201%
GC
156
Guggenheim Capital
Illinois
$2.45M +$79K +656 +3%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$2.39M
Stifel Financial
158
Stifel Financial
Missouri
$2.37M +$171K +1,420 +7%
BAM
159
Bayview Asset Management
Florida
$2.36M +$1.32M +10,968 +110%
YCM
160
Yousif Capital Management
Michigan
$2.35M -$150K -1,250 -6%
ASRS
161
Arizona State Retirement System
Arizona
$2.35M -$23K -191 -0.9%
SG Americas Securities
162
SG Americas Securities
New York
$2.34M +$964K +8,013 +63%
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 +$108K +900 +5%
Allianz Asset Management
165
Allianz Asset Management
Germany
$2.32M -$4.81M -39,952 -66%
GLA
166
Great Lakes Advisors
Illinois
$2.28M -$144K -1,195 -6%
VIA
167
Vanguard Investments Australia
Australia
$2.27M +$2.42M +20,136 New
BFM
168
Boothbay Fund Management
New York
$2.27M +$2.42M +20,087 New
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.25M -$481 -4 -0%
PMAM
170
Picton Mahoney Asset Management
Ontario, Canada
$2.2M +$2.35M +19,526 New
FNBOO
171
First National Bank of Omaha
Nebraska
$2.2M -$1.11M -9,181 -32%
PCMK
172
Paragon Capital Management (Kansas)
Kansas
$2.17M
AIP
173
Ameritas Investment Partners
Nebraska
$2.16M +$8.3K +69 +0.4%
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$2.1M -$1.82M -15,147 -45%
ONB
175
Old National Bancorp
Indiana
$2.03M -$306K -2,542 -12%