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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
IAIM
76
International Assets Investment Management
Florida
$224K -$9.39K -1,179 -4%
OC
77
Oppenheimer & Co
New York
$217K -$1.67K -210 -0.7%
SA
78
Sanctuary Advisors
Indiana
$217K
CEFA
79
Closed-End Fund Advisors
Virginia
$186K +$25.2K +3,169 +14%
GIC
80
Generali Investments CEE
Czech Republic
$181K
CCA
81
Catalyst Capital Advisors
New York
$180K +$105K +13,169 +110%
CAM
82
CenterStar Asset Management
Illinois
$175K
MGI
83
Miller Global Investments
Texas
$171K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$165K -$1.31K -165 -0.7%
AIM
85
Advyzon Investment Management
Illinois
$162K -$701 -88 -0.4%
Empower Advisory Group
86
Empower Advisory Group
Colorado
$159K
CIC
87
Chilton Investment Company
Connecticut
$158K
Raymond James Financial
88
Raymond James Financial
Florida
$155K +$45.2K +5,677 +36%
Lido Advisors
89
Lido Advisors
California
$154K +$239 +30 +0.1%
Stifel Financial
90
Stifel Financial
Missouri
$151K -$34.2K -4,299 -17%
Northern Trust
91
Northern Trust
Illinois
$135K -$93.1K -11,693 -38%
PI
92
PFG Investments
New York
$134K -$7.95K -999 -5%
Squarepoint
93
Squarepoint
New York
$133K +$148K +18,619 New
Jane Street
94
Jane Street
New York
$133K -$51.9K -6,524 -26%
SFG
95
Stonebridge Financial Group
California
$132K +$148K +18,530 New
GT
96
Glenview Trust
Kentucky
$125K
AC
97
Apella Capital
Connecticut
$124K
RIL
98
Rothschild Investment LLC
Illinois
$118K +$3.98K +500 +3%
GCA
99
Genesee Capital Advisors
New York
$118K +$4.39K +551 +3%
SMH
100
Sanders Morris Harris
Texas
$117K

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.