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New Mountain Finance
NMFC

Overview Fund Activity

159 hedge funds and large institutions have $362M invested in New Mountain Finance in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 28 closing their positions.

Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
50
Closed
28
Calls
$267K
Puts
$200K
Net Calls
+$67K
Net Calls Change
-$246K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.2M
2
TCA
2
Transcend Capital Advisors
New Jersey
$7.53M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$3.65M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$2.3M
5
UBP
5
Union Bancaire Privee
Switzerland
$43.9M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$5.21M
2
Cerity Partners
2
Cerity Partners
New York
$29.2M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$1.66M
5
Millennium Management
5
Millennium Management
New York
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
26
Trexquant Investment
Connecticut
$3.2M 303,295 +11,661 +4%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$3.14M 297,323 +1,097 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$3.04M 288,313 +27,447 +11%
GA
29
GraniteShares Advisors
New York
$2.62M 248,003 +15,499 +7%
Wells Fargo
30
Wells Fargo
California
$2.5M 236,813 +7,536 +3%
TP
31
Tranquility Partners
Tennessee
$2.45M 232,087 +111,615 +93%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.3M 218,263 +218,263 New
AAM
33
Advisors Asset Management
Colorado
$2.28M 215,999 -32,328 -13%
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.21M 209,500 – –
NW
35
Naviter Wealth
Arkansas
$2.17M 205,757 +8,080 +4%
RA
36
Rockingstone Advisors
Massachusetts
$2.13M 201,652 -72,750 -27%
BAMF
37
BI Asset Management Fondsmaeglerselskab
Denmark
$2.12M 200,607 – –
LPL Financial
38
LPL Financial
California
$2.02M 191,338 +7,304 +4%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$1.99M 188,477 +188,477 New
PIWA
40
Prevail Innovative Wealth Advisors
Kansas
$1.92M 182,461 -9,820 -5%
Bank of America
41
Bank of America
North Carolina
$1.66M 157,788 -334,413 -68%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.64M 155,504 +12,393 +9%
MPPLM
43
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M 150,065 +4,719 +3%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$1.57M 149,000 – –
MFG
45
Merit Financial Group
Georgia
$1.51M 143,499 -117,073 -45%
WIA
46
Wealthedge Investment Advisors
New York
$1.48M 139,893 -12,985 -8%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.24M 117,518 -1,640 -1%
DA
48
Denali Advisors
California
$1.22M 115,826 -3,140 -3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.21M 114,904 -6,543 -5%
DWT
50
Dorsey & Whitney Trust
South Dakota
$1.19M 112,410 -23,052 -17%
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