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New Mountain Finance

161 hedge funds and large institutions have $363M invested in New Mountain Finance in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$267K
Puts
$200K
Net Calls
Net Calls Change

Top Sellers

1 -$9.64M
2 -$7.2M
3 -$4.52M
4
Bank of America
Bank of America
North Carolina
-$3.53M
5
Millennium Management
Millennium Management
New York
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Trexquant Investment
Connecticut
$3.2M
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$3.14M
Ameriprise
28
Ameriprise
Minnesota
$3.04M
GA
29
GraniteShares Advisors
New York
$2.62M
Wells Fargo
30
Wells Fargo
California
$2.5M
TP
31
Tranquility Partners
Tennessee
$2.45M
Marshall Wace
32
Marshall Wace
United Kingdom
$2.3M
AAM
33
Advisors Asset Management
Colorado
$2.28M
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.21M
NW
35
Naviter Wealth
Arkansas
$2.17M
RA
36
Rockingstone Advisors
Massachusetts
$2.13M
BAMF
37
BI Asset Management Fondsmaeglerselskab
Denmark
$2.12M
LPL Financial
38
LPL Financial
California
$2.02M
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$1.99M
PIWA
40
Prevail Innovative Wealth Advisors
Kansas
$1.92M
Bank of America
41
Bank of America
North Carolina
$1.66M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.64M
MPPLM
43
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$1.57M
MFG
45
Merit Financial Group
Georgia
$1.51M
WIA
46
Wealthedge Investment Advisors
New York
$1.48M
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.24M
DA
48
Denali Advisors
California
$1.22M
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.21M
DWT
50
Dorsey & Whitney Trust
South Dakota
$1.19M