UMB Financial
UMBF
453 hedge funds and large institutions have $7.88B invested in UMB Financial in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 160 increasing their positions, 149 reducing their positions, and 27 closing their positions.
49,836% more call options, than puts
Call options by funds: $5.49M | Put options by funds: $11K
178% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 27
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more funds holding
Funds holding: 412 → 453 (+41)
7% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 149
3% less capital invested
Capital invested by funds: $8.17B → $7.88B (-$286M)
1.68% less ownership
Funds ownership: 93.43% → 91.75% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$35.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$33.8M |
| 3 |
BlackRock
New York
|
+$27.5M |
| 4 |
Morgan Stanley
New York
|
+$22.9M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$50.2M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$35.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$26.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$26.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.6M |
UMBF Hedge Fund Activity: Q1 2026 in Review
453 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q1 2026, worth a combined $7.88B — down 3.5% from $8.17B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new UMBF positions and 27 closed out — a net gain of 48 holders — while 160 added to existing stakes and 149 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $35.5M. The largest seller was Balyasny Asset Management, cutting an estimated $50.2M.
- 453 institutional investors held UMB Financial (UMBF) as of Q1 2026, up from 412 in Q4 2025.
- Funds reported $7.88B of UMB Financial stock for Q1 2026, down 3.5% quarter-over-quarter.
- 75 funds opened new UMB Financial positions in Q1 2026 and 27 closed out, a net change of +48 holders.
- The largest UMB Financial buyer in Q1 2026 was Vaughan Nelson Investment Management, an estimated $35.5M added.
- The largest UMB Financial seller in Q1 2026 was Balyasny Asset Management, an estimated $50.2M sold.
Based on aggregated 13F filings for Q1 2026.