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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
BCM
201
Bridgeway Capital Management
Texas
$1.24M
SIC
202
SJS Investment Consulting
Ohio
$1.24M
AP
203
Atwood & Palmer
Missouri
$1.21M
FL
204
Fourthstone LLC
Missouri
$1.18M
NA
205
NewEdge Advisors
Louisiana
$1.18M
X
206
Xponance
Pennsylvania
$1.16M
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$1.15M
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$1.15M
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
IC
211
IEQ Capital
California
$1M
SCM
212
Sterling Capital Management
North Carolina
$976K
AI
213
Accredited Investors
Minnesota
$957K
Pacer Advisors
214
Pacer Advisors
Pennsylvania
$956K
IWM
215
IHT Wealth Management
Illinois
$945K
CL
216
Choreo LLC
Illinois
$944K
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$929K
Truist Financial
218
Truist Financial
North Carolina
$913K
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$878K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$863K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$857K
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$838K
GFA
223
Gallagher Fiduciary Advisors
Illinois
$838K
KCPG
224
Kavar Capital Partners Group
Kansas
$835K
PFO
225
PMC FIG Opportunities
Israel
$824K