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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
ProShare Advisors
101
ProShare Advisors
Maryland
$117K -$16.7K -2,097 -11%
AWA
102
Arkadios Wealth Advisors
Georgia
$115K
WIA
103
Wealthedge Investment Advisors
New York
$113K +$24.8K +3,117 +25%
FRM
104
Fox Run Management
Connecticut
$108K +$120K +15,076 New
Creative Planning
105
Creative Planning
Kansas
$99.1K -$3.42K -429 -3%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$92.2K -$114K -14,276 -53%
JG
107
Jain Global
New York
$91.8K +$102K +12,800 New
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$89.8K -$422K -52,976 -81%
SCM
109
Sunbeam Capital Management
Georgia
$88.2K +$97.9K +12,300 New
HWM
110
HB Wealth Management
Georgia
$87.5K -$691K -86,791 -88%
FAOAI
111
Fund Advisors of America Inc
Florida
$85.1K -$55.8K -7,007 -37%
JIC
112
Joel Isaacson & Co
New York
$76.1K
AAP
113
Arax Advisory Partners
Colorado
$76K +$84.4K +10,600 New
Brown Advisory
114
Brown Advisory
Maryland
$71.7K
VV
115
Verity & Verity
South Carolina
$71.7K
MWM
116
Mission Wealth Management
California
$71.7K +$79.6K +10,000 New
US Bancorp
117
US Bancorp
Minnesota
$71.7K +$79.6K +10,000 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$68.3K +$57.5K +7,219 +314%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$65.8K -$10.6K -1,327 -13%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$49K +$16.6K +2,079 +44%
WSFS
121
Wilmington Savings Fund Society
Delaware
$43K
SOADOR
122
State of Alaska Department of Revenue
Alaska
$35K
HI
123
Harbour Investments
Wisconsin
$31.2K
TRCT
124
Tower Research Capital (TRC)
New York
$28.7K +$31.9K +4,007 New
IWC
125
Integrated Wealth Concepts
Massachusetts
$26.5K +$29.5K +3,700 New

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.