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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
VIA
51
Virtus Investment Advisers
Connecticut
$482K -$177K -22,217 -25%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$464K +$91.2K +11,455 +21%
VC
53
VarCov Co
Connecticut
$430K -$518K -65,060 -52%
ECM
54
ExodusPoint Capital Management
New York
$426K -$95.9K -12,049 -17%
MA
55
Mutual Advisors
Nebraska
$421K +$7.95K +998 +2%
HF
56
HRT Financial
New York
$406K +$452K +56,730 New
PCM
57
Palisade Capital Management
New Jersey
$404K -$54.1K -6,795 -11%
EH
58
Equitable Holdings
New York
$383K +$284K +35,624 +200%
Geode Capital Management
59
Geode Capital Management
Massachusetts
$382K
Ameriprise
60
Ameriprise
Minnesota
$373K -$1.91M -239,517 -82%
NC
61
nVerses Capital
Florida
$367K +$249K +31,273 +157%
Balyasny Asset Management
62
Balyasny Asset Management
Illinois
$364K -$679K -85,252 -63%
BAMF
63
BI Asset Management Fondsmaeglerselskab
Denmark
$348K -$1.55M -194,627 -80%
SWM
64
Spire Wealth Management
Virginia
$327K
AC
65
Almitas Capital
California
$323K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$321K +$4.9K +615 +1%
NA
67
Nordwand Advisors
Pennsylvania
$300K
CLIP
68
Colter Lewis Investment Partners
Connecticut
$283K +$2.63K +331 +0.8%
MM
69
MQS Management
New York
$271K +$70.6K +8,866 +31%
NCM
70
Next Capital Management
New York
$268K +$61K +7,660 +26%
EWA
71
EP Wealth Advisors
California
$260K +$288K +36,230 New
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$249K +$277K +34,731 New
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$240K +$183 +23 +0.1%
NW
74
NewEdge Wealth
Pennsylvania
$240K +$24.3K +3,058 +10%
Fayez Sarofim & Co
75
Fayez Sarofim & Co
Texas
$225K

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.