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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
+$3.95M
2
TCA
Transcend Capital Advisors
New Jersey
+$3.06M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.65M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.3M
5
UBP
Union Bancaire Privee
Switzerland
+$2.12M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$9.64M
2
Cerity Partners
Cerity Partners
New York
-$7.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.52M
4
Bank of America
Bank of America
North Carolina
-$3.53M
5
Millennium Management
Millennium Management
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$435K +$4.37K +408 +1%
CAU
77
Caxton Associates (UK)
$429K +$429K +40,695 New
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$421K -$72.9K -6,906 -15%
SWM
79
Spire Wealth Management
Virginia
$414K +$15.8K +1,500 +4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$409K -$90.8K -8,602 -18%
II
81
Inspire Investing
Idaho
$389K +$58.5K +5,548 +18%
CSS
82
Cubist Systematic Strategies
Connecticut
$387K +$387K +36,643 New
PA
83
PharVision Advisers
Florida
$379K +$110K +10,435 +41%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$371K +$116K +11,018 +46%
FCM
85
Fourpath Capital Management
Oklahoma
$362K – – –
OC
86
Oppenheimer & Co
New York
$355K +$390 +37 +0.1%
Lido Advisors
87
Lido Advisors
California
$351K +$96.6K +9,159 +38%
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$349K +$349K +33,098 New
IAIM
89
International Assets Investment Management
Florida
$342K +$12.4K +1,179 +4%
PI
90
PFG Investments
New York
$335K -$22.6K -2,146 -6%
SEI Investments
91
SEI Investments
Pennsylvania
$320K +$36.2K +3,430 +13%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$319K – – –
Mackenzie Financial
93
Mackenzie Financial
Ontario, Canada
$318K -$39.1K -3,710 -11%
Verition Fund Management
94
Verition Fund Management
Connecticut
$307K +$179K +16,925 +139%
NW
95
NewEdge Wealth
Pennsylvania
$306K – – –
Goldman Sachs
96
Goldman Sachs
New York
$300K +$48.8K +4,624 +19%
MSAM
97
Moloney Securities Asset Management
Missouri
$296K -$25.8K -2,448 -8%
BA
98
Bard Associates
Illinois
$290K – – –
GIC
99
Generali Investments CEE
Czech Republic
$281K – – –
NCM
100
Next Capital Management
New York
$276K +$276K +26,150 New
2 3
4
5 6