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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 %
BCA
126
Bay Colony Advisors
Massachusetts
$126K 11,918 +11,918 New
QL
127
Quarry LP
New York
$125K 11,846 +3,751 +46%
LFG
128
Larson Financial Group
Missouri
$116K 10,967 +7 +0.1%
AWM
129
AE Wealth Management
Kansas
$115K 10,900 +55 +0.5%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$113K 10,698 -22,524 -68%
GL
131
Graypoint LLC
New York
$108K 10,271 +10,271 New
AWA
132
Arete Wealth Advisors
Illinois
$107K 10,096 +10,096 New
GT
133
Glenview Trust
Kentucky
$107K 10,100 +10,100 New
Brown Advisory
134
Brown Advisory
Maryland
$106K 10,000 – –
VV
135
Verity & Verity
South Carolina
$106K 10,000 – –
CT
136
Clearstead Trust
Maine
$94.3K 8,943 +249 +3%
HI
137
Harbour Investments
Wisconsin
$67K 6,348 – –
Comerica Bank
138
Comerica Bank
Texas
$65K 6,160 +500 +9%
MCM
139
MAI Capital Management
Ohio
$56.3K 5,336 -1,959 -27%
HNB
140
Huntington National Bank
Ohio
$47.8K 4,534 +3,433 +312%
MIM
141
MTM Investment Management
South Carolina
$38K 3,600 +3,600 New
GWM
142
Geneos Wealth Management
Colorado
$30.1K 2,854 -1,354 -32%
NA
143
NewEdge Advisors
Louisiana
$21.6K 2,045 -22 -1%
W
144
WealthCollab
Washington
$18.6K 1,761 +1,761 New
UBS AM
145
UBS AM
Illinois
$13.8K 1,306 -44,194 -97%
FHA
146
First Horizon Advisors
Tennessee
$10.6K 1,000 – –
SIS
147
Sound Income Strategies
Florida
$8.44K 800 – –
NFSG
148
Newbridge Financial Services Group
Florida
$5.12K 485 +485 New
BTC
149
Bank & Trust Company
Illinois
$4.45K 422 – –
CCC
150
Chelsea Counsel Company
California
$3.59K 340 – –
4 5
6
7 8