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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
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.02M +$2.77K +23 +0.1%
DPI
177
Diversified Portfolios Inc
Michigan
$2.02M -$388K -3,223 -15%
QCG
178
Quadrant Capital Group
Ohio
$2.01M +$10.7K +89 +0.5%
IIM
179
INTECH Investment Management
Florida
$1.98M -$1.55M -12,848 -42%
SOMRS
180
State of Michigan Retirement System
Michigan
$1.93M +$36.1K +300 +2%
YIH
181
Y-Intercept (HK)
Hong Kong
$1.9M +$2.03M +16,857 New
KK
182
KLP Kapitalforvaltning
Norway
$1.89M -$48.1K -400 -2%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.8M +$2.65K +22 +0.1%
AI
184
Atria Investments
North Carolina
$1.73M -$174K -1,446 -9%
IP
185
Interval Partners
New York
$1.7M +$1.81M +15,046 New
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$48.1K +400 +3%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$67.4K +560 +4%
Prudential Financial
188
Prudential Financial
New Jersey
$1.61M -$1.44M -11,960 -46%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.57M
FFA
190
Farther Finance Advisors
California
$1.55M -$1.69K -14 -0.1%
US Bancorp
191
US Bancorp
Minnesota
$1.55M -$218K -1,813 -12%
AOCA
192
Angel Oak Capital Advisors
Georgia
$1.53M
HSBC Holdings
193
HSBC Holdings
United Kingdom
$1.51M +$1.2M +9,932 +290%
BCI
194
Brinker Capital Investments
Pennsylvania
$1.43M -$51.4K -427 -3%
SCM
195
Steele Capital Management
Iowa
$1.4M +$481 +4 +0%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.39M -$58.9K -489 -4%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$1.39M +$104K +860 +8%
VPIM
198
Vanguard Personalized Indexing Management
California
$1.36M +$726K +6,029 +99%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$1.3M -$59.9K -498 -4%
HW
200
Hancock Whitney
Mississippi
$1.29M +$74.5K +619 +6%