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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 %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$435K 40,645 +408 +1%
CAU
77
Caxton Associates (UK)
$429K 40,695 +40,695 New
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$421K 39,940 -6,906 -15%
SWM
79
Spire Wealth Management
Virginia
$414K 39,200 +1,500 +4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$409K 38,753 -8,602 -18%
II
81
Inspire Investing
Idaho
$389K 36,844 +5,548 +18%
CSS
82
Cubist Systematic Strategies
Connecticut
$387K 36,643 +36,643 New
PA
83
PharVision Advisers
Florida
$379K 35,877 +10,435 +41%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$371K 35,164 +11,018 +46%
FCM
85
Fourpath Capital Management
Oklahoma
$362K 34,299 – –
OC
86
Oppenheimer & Co
New York
$355K 33,661 +37 +0.1%
Lido Advisors
87
Lido Advisors
California
$351K 33,240 +9,159 +38%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$349K 33,098 +33,098 New
IAIM
89
International Assets Investment Management
Florida
$342K 32,438 +1,179 +4%
PI
90
PFG Investments
New York
$335K 31,723 -2,146 -6%
SEI Investments
91
SEI Investments
Pennsylvania
$320K 30,317 +3,430 +13%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$319K 30,272 – –
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$318K 30,180 -3,710 -11%
Verition Fund Management
94
Verition Fund Management
Connecticut
$307K 29,132 +16,925 +139%
NW
95
NewEdge Wealth
Pennsylvania
$306K 30,000 – –
Goldman Sachs
96
Goldman Sachs
New York
$300K 28,425 +4,624 +19%
MSAM
97
Moloney Securities Asset Management
Missouri
$296K 28,047 -2,448 -8%
BA
98
Bard Associates
Illinois
$290K 27,473 – –
GIC
99
Generali Investments CEE
Czech Republic
$281K 26,672 – –
NCM
100
Next Capital Management
New York
$276K 26,150 +26,150 New
2 3
4
5 6