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New Mountain Finance
NMFC

Overview Fund Activity

162 hedge funds and large institutions have $353M invested in New Mountain Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
50
Closed
22
Calls
$533K
Puts
$220K
Net Calls
+$313K
Net Calls Change
-$233K

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$3.27M +$3.27M +296,226 New
TI
27
Trexquant Investment
Connecticut
$3.22M +$1.38M +125,230 +75%
RA
28
Rockingstone Advisors
Massachusetts
$3.03M -$85K -7,705 -3%
Ameriprise
29
Ameriprise
Minnesota
$2.88M +$501K +45,395 +21%
MFG
30
Merit Financial Group
Georgia
$2.87M +$11.6K +1,052 +0.4%
AAM
31
Advisors Asset Management
Colorado
$2.74M +$212K +19,243 +8%
GA
32
GraniteShares Advisors
New York
$2.56M +$155K +14,090 +6%
Wells Fargo
33
Wells Fargo
California
$2.53M +$13K +1,180 +0.5%
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.31M – – –
NW
35
Naviter Wealth
Arkansas
$2.25M +$97.3K +8,548 +5%
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$2.21M +$1.15M +104,620 +109%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$2.12M +$153K +13,907 +8%
LPL Financial
38
LPL Financial
California
$2.03M +$102K +9,260 +5%
FNT
39
First National Trust
Pennsylvania
$1.87M +$52.7K +4,780 +3%
WIA
40
Wealthedge Investment Advisors
New York
$1.69M +$1.09M +98,936 +183%
MCCA
41
Mill Creek Capital Advisors
Pennsylvania
$1.64M – – –
MPPLM
42
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M +$38.7K +3,513 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.58M -$3.12K -283 -0.2%
DWT
44
Dorsey & Whitney Trust
South Dakota
$1.49M – – –
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.34M – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.34M -$19K -1,725 -1%
TP
47
Tranquility Partners
Tennessee
$1.33M +$326K +29,600 +33%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.31M -$422K -38,230 -24%
DA
49
Denali Advisors
California
$1.31M +$142K +12,895 +12%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.3M -$207K -18,745 -14%
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