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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
2.14%
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 %
Empower Advisory Group
101
Empower Advisory Group
Colorado
$234K 22,206 -191 -0.9%
MM
102
MQS Management
New York
$228K 21,633 -24,672 -53%
JF
103
Jump Financial
Illinois
$217K 20,552 +20,552 New
CCG
104
Catalina Capital Group
California
$204K 19,358 +19,358 New
EFS
105
Essex Financial Services
Connecticut
$202K 19,108 +4,499 +31%
RIL
106
Rothschild Investment LLC
Illinois
$200K 19,000 -520 -3%
QT
107
Quantbot Technologies
New York
$199K 18,859 +18,859 New
ProShare Advisors
108
ProShare Advisors
Maryland
$198K 18,790 -1,051 -5%
SMH
109
Sanders Morris Harris
Texas
$194K 18,375 – –
WS
110
Wedbush Securities
California
$185K 17,525 – –
XT
111
XTX Topco
Cayman Islands
$172K 16,302 +16,302 New
WT
112
Whittier Trust
California
$171K 16,222 -31,873 -66%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$169K 15,998 +15,998 New
Truist Financial
114
Truist Financial
North Carolina
$167K 15,791 +15,791 New
VT
115
Vise Technologies
New York
$166K 15,771 +15,771 New
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$164K 15,507 +2,280 +17%
ZIG
117
Zuckerman Investment Group
Illinois
$158K 15,000 +15,000 New
YIH
118
Y-Intercept (HK)
Hong Kong
$156K 14,772 -42,324 -74%
WSFS
119
Wilmington Savings Fund Society
Delaware
$148K 14,000 – –
WJWM
120
Williams Jones Wealth Management
New York
$148K 14,000 – –
ECM
121
EMC Capital Management
Texas
$147K 13,906 -4,564 -25%
CCM
122
Condor Capital Management
New Jersey
$145K 13,731 +1 +0%
Creative Planning
123
Creative Planning
Kansas
$145K 13,709 +22 +0.2%
BFM
124
Boothbay Fund Management
New York
$144K 13,623 +13,623 New
AIM
125
Advyzon Investment Management
Illinois
$126K 11,937 +11,937 New
3 4
5
6 7