NMFC icon

New Mountain Finance

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
126
Advyzon Investment Management
Illinois
$126K +$126K +11,937 New
BCA
127
Bay Colony Advisors
Massachusetts
$126K +$126K +11,918 New
QL
128
Quarry LP
New York
$125K +$39.6K +3,751 +46%
LFG
129
Larson Financial Group
Missouri
$116K +$74 +7 +0.1%
AWM
130
AE Wealth Management
Kansas
$115K +$580 +55 +0.5%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$113K -$238K -22,524 -68%
GL
132
Graypoint LLC
New York
$108K +$108K +10,271 New
AWA
133
Arete Wealth Advisors
Illinois
$107K +$107K +10,096 New
GT
134
Glenview Trust
Kentucky
$107K +$107K +10,100 New
Brown Advisory
135
Brown Advisory
Maryland
$106K
VV
136
Verity & Verity
South Carolina
$106K
CT
137
Clearstead Trust
Maine
$94.3K +$2.63K +249 +3%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$76.3K -$133K -12,590 -64%
HI
139
Harbour Investments
Wisconsin
$67K
Comerica Bank
140
Comerica Bank
Texas
$65K +$5.28K +500 +9%
MCM
141
MAI Capital Management
Ohio
$56.3K -$20.7K -1,959 -27%
HNB
142
Huntington National Bank
Ohio
$47.8K +$36.2K +3,433 +312%
MIM
143
MTM Investment Management
South Carolina
$38K +$38K +3,600 New
GWM
144
Geneos Wealth Management
Colorado
$30.1K -$14.3K -1,354 -32%
NA
145
NewEdge Advisors
Louisiana
$21.6K -$232 -22 -1%
W
146
WealthCollab
Washington
$18.6K +$18.6K +1,761 New
UBS AM
147
UBS AM
Illinois
$13.8K -$466K -44,194 -97%
FHA
148
First Horizon Advisors
Tennessee
$10.6K
SIS
149
Sound Income Strategies
Florida
$8.44K
NFSG
150
Newbridge Financial Services Group
Florida
$5.12K +$5.12K +485 New