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New Mountain Finance
NMFC

Overview Fund Activity

162 hedge funds and large institutions have $353M invested in New Mountain Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-6
Holders Change %
-3.57%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
50
Closed
22
Calls
$533K
Puts
$220K
Net Calls
+$313K
Net Calls Change
-$233K

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
Farther Finance Advisors
California
$519K +$121K +10,900 +30%
KCFA
77
Key Client Fiduciary Advisors
New Jersey
$517K -$28K -2,541 -5%
WAM
78
WFA Asset Management
Wisconsin
$513K +$457K +36,105 +821%
Stifel Financial
79
Stifel Financial
Missouri
$512K -$356K -32,262 -41%
MM
80
MQS Management
New York
$511K +$391K +35,411 +325%
UBS AM
81
UBS AM
Illinois
$502K +$502K +45,500 New
PFMU
82
Privium Fund Management (UK)
United Kingdom
$499K +$499K +45,500 New
SSA
83
Schonfeld Strategic Advisors
New York
$480K +$212K +19,233 +79%
N
84
Natixis
France
$465K +$154 +14 +0%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$444K +$81.2K +7,361 +22%
FRM
86
Fox Run Management
Connecticut
$442K +$331K +30,011 +297%
SWM
87
Spire Wealth Management
Virginia
$416K – – –
FCM
88
Fourpath Capital Management
Oklahoma
$378K – – –
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$374K +$374K +33,890 New
PI
90
PFG Investments
New York
$374K -$15.7K -1,421 -4%
OC
91
Oppenheimer & Co
New York
$371K +$27K +2,450 +8%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$366K +$366K +33,222 New
LF
93
Lansforsakringar Fondforvaltning
Sweden
$361K +$361K +32,764 New
II
94
Inspire Investing
Idaho
$345K -$45.9K -4,159 -12%
IAIM
95
International Assets Investment Management
Florida
$345K – – –
MSAM
96
Moloney Securities Asset Management
Missouri
$336K +$2.39K +217 +0.7%
Fayez Sarofim & Co
97
Fayez Sarofim & Co
Texas
$334K – – –
NW
98
NewEdge Wealth
Pennsylvania
$331K – – –
MA
99
Mutual Advisors
Nebraska
$325K -$3.75K -370 -1%
State Street
100
State Street
Massachusetts
$318K +$318K +28,864 New
2 3
4
5 6