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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 %
State Street
51
State Street
Massachusetts
$1.09M +$785K +74,399 +258%
Canada Life
52
Canada Life
Manitoba, Canada
$1.01M +$27.9K +2,634 +3%
Macquarie Group
53
Macquarie Group
Australia
$1.01M – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1M +$139K +13,137 +16%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$987K -$59.9K -5,682 -6%
ACM
56
Arlington Capital Management
Illinois
$947K +$947K +89,799 New
VIA
57
Virtus Investment Advisers
Connecticut
$927K -$106K -10,068 -10%
HF
58
HRT Financial
New York
$868K +$868K +82,335 New
Raymond James Financial
59
Raymond James Financial
Florida
$802K -$32.1K -3,043 -4%
EIP
60
Epoch Investment Partners
New York
$773K – – –
CIC
61
Chilton Investment Company
Connecticut
$744K – – –
EAM
62
Everstar Asset Management
North Carolina
$692K +$61.4K +5,824 +10%
Northern Trust
63
Northern Trust
Illinois
$671K +$403K +38,218 +151%
MA
64
Mutual Advisors
Nebraska
$635K +$295K +27,894 +87%
VFA
65
Valeo Financial Advisors
Indiana
$631K – – –
Geode Capital Management
66
Geode Capital Management
Massachusetts
$562K – – –
Russell Investments Group
67
Russell Investments Group
United Kingdom
$555K – – –
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$546K -$700K -66,311 -56%
KAS
69
Kestra Advisory Services
Texas
$513K -$153K -14,547 -23%
FFA
70
Farther Finance Advisors
California
$508K +$14.3K +1,359 +3%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$507K -$516K -48,918 -50%
WAM
72
WFA Asset Management
Wisconsin
$488K -$7.61K -622 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$480K -$156K -14,792 -25%
Stifel Financial
74
Stifel Financial
Missouri
$460K -$29.7K -2,811 -6%
N
75
Natixis
France
$449K – – –
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