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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 %
BA
101
Bard Associates
Illinois
$303K – – –
UBP
102
Union Bancaire Privee
Switzerland
$302K – – –
SEI Investments
103
SEI Investments
Pennsylvania
$297K -$755K -68,462 -72%
GIC
104
Generali Investments CEE
Czech Republic
$294K +$294K +26,672 New
ECM
105
ExodusPoint Capital Management
New York
$288K -$2.11K -191 -0.7%
PA
106
PharVision Advisers
Florida
$281K +$281K +25,442 New
Northern Trust
107
Northern Trust
Illinois
$280K -$395K -35,850 -59%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$266K +$130K +11,754 +95%
Lido Advisors
109
Lido Advisors
California
$266K -$237K -21,476 -47%
Squarepoint
110
Squarepoint
New York
$265K -$180K -16,301 -40%
AWS
111
Atria Wealth Solutions
New York
$264K -$32.9K -2,986 -11%
Goldman Sachs
112
Goldman Sachs
New York
$263K -$455K -41,280 -63%
Empower Advisory Group
113
Empower Advisory Group
Colorado
$247K +$2.11K +191 +0.9%
SPA
114
Shore Point Advisors
New Jersey
$226K -$16K -1,450 -7%
ProShare Advisors
115
ProShare Advisors
Maryland
$219K +$18.5K +1,680 +9%
RIL
116
Rothschild Investment LLC
Illinois
$215K – – –
ACM
117
Aquatic Capital Management
Illinois
$206K -$432K -39,196 -68%
ECM
118
EMC Capital Management
Texas
$204K – – –
SMH
119
Sanders Morris Harris
Texas
$203K – – –
WS
120
Wedbush Securities
California
$193K -$7.98K -725 -4%
VF
121
Virtu Financial
New York
$184K -$12.2K -1,107 -6%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$181K – – –
BHCM
123
Brevan Howard Capital Management
Jersey
$166K +$166K +15,062 New
EFS
124
Essex Financial Services
Connecticut
$161K -$48.6K -4,408 -23%
WSFS
125
Wilmington Savings Fund Society
Delaware
$154K – – –
3 4
5
6 7