NMFC icon

New Mountain Finance

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
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
126
Williams Jones Wealth Management
New York
$154K
CCM
127
Condor Capital Management
New Jersey
$151K -$33.5K -3,034 -18%
Creative Planning
128
Creative Planning
Kansas
$151K +$232 +21 +0.2%
Jane Street
129
Jane Street
New York
$149K -$1M -90,770 -87%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$146K -$1.23M -111,762 -89%
NWA
131
Navis Wealth Advisors
New York
$143K
Verition Fund Management
132
Verition Fund Management
Connecticut
$135K -$162K -14,693 -55%
ET
133
Entropy Technologies
New York
$130K +$130K +11,800 New
LFG
134
Larson Financial Group
Missouri
$121K +$77 +7 +0.1%
Citigroup
135
Citigroup
New York
$121K +$62.6K +5,679 +108%
AWM
136
AE Wealth Management
Kansas
$120K -$4.04K -366 -3%
Barclays
137
Barclays
United Kingdom
$118K +$64K +5,800 +118%
Brown Advisory
138
Brown Advisory
Maryland
$110K
VV
139
Verity & Verity
South Carolina
$110K
CT
140
Clearstead Trust
Maine
$95.9K +$2.7K +245 +3%
QL
141
Quarry LP
New York
$89.3K +$69.9K +6,338 +361%
MCM
142
MAI Capital Management
Ohio
$80.5K +$24.9K +2,261 +45%
HI
143
Harbour Investments
Wisconsin
$70K
Comerica Bank
144
Comerica Bank
Texas
$62.4K -$39.7K -3,597 -39%
GWM
145
Geneos Wealth Management
Colorado
$46.4K +$29.3K +2,655 +171%
Nomura Asset Management
146
Nomura Asset Management
Japan
$23.8K
NA
147
NewEdge Advisors
Louisiana
$22.8K
TWC
148
TD Waterhouse Canada
Ontario, Canada
$16.6K +$16.6K +1,500 New
HNB
149
Huntington National Bank
Ohio
$12.1K
FHA
150
First Horizon Advisors
Tennessee
$11K