NMFC icon

New Mountain Finance
NMFC

Overview Fund Activity

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
-1
Holders Change %
-0.62%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
51
Reduced
52
Closed
28
Calls
$267K
Puts
$200K
Net Calls
+$67K
Net Calls Change
-$246K

Top Buyers

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

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$5.21M
2
Cerity Partners
Cerity Partners
New York
$29.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$1.66M
5
Millennium Management
Millennium Management
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
26
Trexquant Investment
Connecticut
$3.2M +$123K +11,661 +4%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$3.14M +$11.6K +1,097 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$3.04M +$290K +27,447 +11%
GA
29
GraniteShares Advisors
New York
$2.62M +$164K +15,499 +7%
Wells Fargo
30
Wells Fargo
California
$2.5M +$79.5K +7,536 +3%
TP
31
Tranquility Partners
Tennessee
$2.45M +$1.18M +111,615 +93%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.3M +$2.3M +218,263 New
AAM
33
Advisors Asset Management
Colorado
$2.28M -$341K -32,328 -13%
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.21M – – –
NW
35
Naviter Wealth
Arkansas
$2.17M +$85.2K +8,080 +4%
RA
36
Rockingstone Advisors
Massachusetts
$2.13M -$768K -72,750 -27%
BAMF
37
BI Asset Management Fondsmaeglerselskab
Denmark
$2.12M – – –
LPL Financial
38
LPL Financial
California
$2.02M +$77.1K +7,304 +4%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$1.99M +$1.99M +188,477 New
PIWA
40
Prevail Innovative Wealth Advisors
Kansas
$1.92M -$104K -9,820 -5%
Bank of America
41
Bank of America
North Carolina
$1.66M -$3.53M -334,413 -68%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.64M +$131K +12,393 +9%
MPPLM
43
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M +$49.8K +4,719 +3%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$1.57M – – –
MFG
45
Merit Financial Group
Georgia
$1.51M -$1.24M -117,073 -45%
WIA
46
Wealthedge Investment Advisors
New York
$1.48M -$137K -12,985 -8%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$1.24M -$17.3K -1,640 -1%
DA
48
Denali Advisors
California
$1.22M -$33.1K -3,140 -3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.21M -$69K -6,543 -5%
DWT
50
Dorsey & Whitney Trust
South Dakota
$1.19M -$243K -23,052 -17%
1
2
3 4 5