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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
2.13%
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 %
State Street
51
State Street
Massachusetts
$1.09M 103,263 +74,399 +258%
Canada Life
52
Canada Life
Manitoba, Canada
$1.01M 95,805 +2,634 +3%
Macquarie Group
53
Macquarie Group
Australia
$1.01M 95,300 – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1M 94,959 +13,137 +16%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$987K 93,571 -5,682 -6%
ACM
56
Arlington Capital Management
Illinois
$947K 89,799 +89,799 New
VIA
57
Virtus Investment Advisers
Connecticut
$927K 87,901 -10,068 -10%
HF
58
HRT Financial
New York
$868K 82,335 +82,335 New
Raymond James Financial
59
Raymond James Financial
Florida
$802K 76,053 -3,043 -4%
EIP
60
Epoch Investment Partners
New York
$773K 73,315 – –
CIC
61
Chilton Investment Company
Connecticut
$744K 70,520 – –
EAM
62
Everstar Asset Management
North Carolina
$692K 65,578 +5,824 +10%
Northern Trust
63
Northern Trust
Illinois
$671K 63,596 +38,218 +151%
MA
64
Mutual Advisors
Nebraska
$635K 59,953 +27,894 +87%
VFA
65
Valeo Financial Advisors
Indiana
$631K 59,850 – –
Geode Capital Management
66
Geode Capital Management
Massachusetts
$562K 53,270 – –
Russell Investments Group
67
Russell Investments Group
United Kingdom
$555K 52,644 – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$546K 51,713 -66,311 -56%
KAS
69
Kestra Advisory Services
Texas
$513K 48,609 -14,547 -23%
FFA
70
Farther Finance Advisors
California
$508K 48,144 +1,359 +3%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$507K 48,060 -48,918 -50%
WAM
72
WFA Asset Management
Wisconsin
$488K 39,882 -622 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$480K 45,545 -14,792 -25%
Stifel Financial
74
Stifel Financial
Missouri
$460K 43,608 -2,811 -6%
N
75
Natixis
France
$449K 42,216 – –
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