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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
$13.2M
2
TCA
Transcend Capital Advisors
New Jersey
$7.53M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$3.65M
4
Marshall Wace
Marshall Wace
United Kingdom
$2.3M
5
UBP
Union Bancaire Privee
Switzerland
$43.9M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$5.21M
2
Cerity Partners
Cerity Partners
New York
$29.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
4
Bank of America
Bank of America
North Carolina
$1.66M
5
Millennium Management
Millennium Management
New York
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
101
Empower Advisory Group
Colorado
$234K -$2.02K -191 -0.9%
MM
102
MQS Management
New York
$228K -$260K -24,672 -53%
JF
103
Jump Financial
Illinois
$217K +$217K +20,552 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$215K -$454K -43,002 -68%
CCG
105
Catalina Capital Group
California
$204K +$204K +19,358 New
EFS
106
Essex Financial Services
Connecticut
$202K +$47.5K +4,499 +31%
RIL
107
Rothschild Investment LLC
Illinois
$200K -$5.49K -520 -3%
QT
108
Quantbot Technologies
New York
$199K +$199K +18,859 New
ProShare Advisors
109
ProShare Advisors
Maryland
$198K -$11.1K -1,051 -5%
SMH
110
Sanders Morris Harris
Texas
$194K – – –
WS
111
Wedbush Securities
California
$185K – – –
XT
112
XTX Topco
Cayman Islands
$172K +$172K +16,302 New
WT
113
Whittier Trust
California
$171K -$336K -31,873 -66%
CCIA
114
Campbell & Co Investment Adviser
Maryland
$169K +$169K +15,998 New
Truist Financial
115
Truist Financial
North Carolina
$167K +$167K +15,791 New
VT
116
Vise Technologies
New York
$166K +$166K +15,771 New
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$164K +$24.1K +2,280 +17%
ZIG
118
Zuckerman Investment Group
Illinois
$158K +$158K +15,000 New
YIH
119
Y-Intercept (HK)
Hong Kong
$156K -$447K -42,324 -74%
WSFS
120
Wilmington Savings Fund Society
Delaware
$148K – – –
WJWM
121
Williams Jones Wealth Management
New York
$148K – – –
ECM
122
EMC Capital Management
Texas
$147K -$48.2K -4,564 -25%
CCM
123
Condor Capital Management
New Jersey
$145K +$11 +1 +0%
Creative Planning
124
Creative Planning
Kansas
$145K +$232 +22 +0.2%
BFM
125
Boothbay Fund Management
New York
$144K +$144K +13,623 New
3 4
5
6 7