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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
BCM
201
Bridgeway Capital Management
Texas
$1.24M +$1.32M +11,005 New
SIC
202
SJS Investment Consulting
Ohio
$1.24M +$481 +4 +0%
AP
203
Atwood & Palmer
Missouri
$1.21M
FL
204
Fourthstone LLC
Missouri
$1.18M +$1.26M +10,500 New
NA
205
NewEdge Advisors
Louisiana
$1.18M +$87.5K +727 +7%
X
206
Xponance
Pennsylvania
$1.16M +$174K +1,447 +16%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$1.15M +$99.9K +830 +9%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$1.15M +$4.09K +34 +0.3%
State Board of Administration of Florida Retirement System
209
State Board of Administration of Florida Retirement System
Florida
$1.11M
ET
210
Entropy Technologies
New York
$1.01M +$1.08M +8,962 New
IC
211
IEQ Capital
California
$1M -$334K -2,773 -24%
SCM
212
Sterling Capital Management
North Carolina
$976K -$254K -2,111 -20%
AI
213
Accredited Investors
Minnesota
$957K -$175K -1,450 -15%
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$956K -$7.46K -62 -0.7%
IWM
215
IHT Wealth Management
Illinois
$945K +$120 +1 +0%
CL
216
Choreo LLC
Illinois
$944K +$94.6K +786 +10%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$929K -$68.5K -569 -6%
Truist Financial
218
Truist Financial
North Carolina
$913K +$14.3K +119 +1%
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$878K +$117K +971 +14%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$863K -$253K -2,098 -22%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$857K +$65.8K +547 +8%
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$838K -$502K -4,167 -36%
GFA
223
Gallagher Fiduciary Advisors
Illinois
$838K -$90.8K -754 -9%
KCPG
224
Kavar Capital Partners Group
Kansas
$835K
PFO
225
PMC FIG Opportunities
Israel
$824K +$879K +7,302 New