We are live on ! Find out more
NMFC icon

New Mountain Finance

144 hedge funds and large institutions have $207M invested in New Mountain Finance in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $760K | Put options by funds: $231K

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

2.73% more ownership

Funds ownership: 26.95%29.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $216M → $207M (-$8.93M)

7% less funds holding

Funds holding: 155144 (-11)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
46
Reduced
40
Closed
26
Calls
$760K
Puts
$231K
Net Calls
+$529K
Net Calls Change
-$491K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$1.91M -$36.7K -4,615 -2%
Wells Fargo
27
Wells Fargo
California
$1.77M -$535K -67,245 -21%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$1.77M -$799K -100,340 -29%
AAM
29
Advisors Asset Management
Colorado
$1.5M +$278K +34,945 +20%
XT
30
XTX Topco
Cayman Islands
$1.23M -$964K -121,126 -41%
FPC
31
Flax Pond Capital
Massachusetts
$1.12M +$1.24M +156,299 New
State Street
32
State Street
Massachusetts
$1.07M +$181K +22,692 +18%
CCM
33
Cerberus Capital Management
New York
$1.04M
Goldman Sachs
34
Goldman Sachs
New York
$1.01M +$856K +107,467 +317%
RCM
35
Rivernorth Capital Management
Florida
$1.01M +$1.12M +140,634 New
Bank of America
36
Bank of America
North Carolina
$918K -$526K -66,095 -34%
Millennium Management
37
Millennium Management
New York
$893K +$344K +43,219 +53%
FFA
38
Farther Finance Advisors
California
$825K +$252K +31,600 +38%
NW
39
Naviter Wealth
Arkansas
$808K -$152K -19,093 -14%
LPL Financial
40
LPL Financial
California
$792K -$108K -13,566 -11%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$785K
Canada Life
42
Canada Life
Manitoba, Canada
$770K +$70.7K +8,883 +9%
Citadel Advisors
43
Citadel Advisors
Florida
$737K +$543K +68,170 +197%
PFMU
44
Privium Fund Management (UK)
United Kingdom
$717K +$796K +100,000 New
NAMI
45
Nomura Asset Management International
Pennsylvania
$683K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$671K +$50.7K +6,372 +7%
CAU
47
Caxton Associates (UK)
$537K +$132K +16,596 +28%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$510K -$518 -65 -0.1%
DA
49
Denali Advisors
California
$510K -$53.9K -6,775 -9%
JP Morgan Chase
50
JP Morgan Chase
New York
$499K -$342 -43 -0.1%

NMFC Hedge Fund Activity: Q2 2026 in Review

144 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2026, worth a combined $207M — down 4.1% from $216M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NMFC and 18 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 46 added.

The largest buyer was Russell Investments Group, adding an estimated $3.54M. The largest seller was Invesco, cutting an estimated $4.63M.

  • 144 institutional investors held New Mountain Finance (NMFC) as of Q2 2026, down from 155 in Q1 2026.
  • Funds reported $207M of New Mountain Finance stock for Q2 2026, down 4.1% quarter-over-quarter.
  • 18 funds opened new New Mountain Finance positions in Q2 2026 and 26 closed out, a net change of -8 holders.
  • The largest New Mountain Finance buyer in Q2 2026 was Russell Investments Group, an estimated $3.54M added.
  • The largest New Mountain Finance seller in Q2 2026 was Invesco, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2026.