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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
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M
DPI
177
Diversified Portfolios Inc
Michigan
$2.02M
QCG
178
Quadrant Capital Group
Ohio
$2.01M
IIM
179
INTECH Investment Management
Florida
$1.98M
SOMRS
180
State of Michigan Retirement System
Michigan
$1.93M
YIH
181
Y-Intercept (HK)
Hong Kong
$1.9M
KK
182
KLP Kapitalforvaltning
Norway
$1.89M
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.8M
AI
184
Atria Investments
North Carolina
$1.73M
IP
185
Interval Partners
New York
$1.7M
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.65M
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$1.63M
Prudential Financial
188
Prudential Financial
New Jersey
$1.61M
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.57M
FFA
190
Farther Finance Advisors
California
$1.55M
US Bancorp
191
US Bancorp
Minnesota
$1.55M
AOCA
192
Angel Oak Capital Advisors
Georgia
$1.53M
HSBC Holdings
193
HSBC Holdings
United Kingdom
$1.51M
BCI
194
Brinker Capital Investments
Pennsylvania
$1.43M
SCM
195
Steele Capital Management
Iowa
$1.4M
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.39M
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$1.39M
VPIM
198
Vanguard Personalized Indexing Management
California
$1.36M
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$1.3M
HW
200
Hancock Whitney
Mississippi
$1.29M