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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$22.1K +$15.7K +1,978 +180%
GWM
127
Geneos Wealth Management
Colorado
$11.1K
NA
128
NewEdge Advisors
Louisiana
$8.71K -$3.84K -482 -28%
FHC
129
First Horizon Corporation
Tennessee
$7.17K
POIA
130
Pin Oak Investment Advisors
Texas
$7K
N
131
Natixis
France
$4.1K +$175 +22 +4%
BTC
132
Bank & Trust Company
Illinois
$3.03K
CCC
133
Chelsea Counsel Company
California
$2.44K
EWA
134
EverSource Wealth Advisors
Alabama
$2.21K
PA
135
Parallel Advisors
California
$2.15K
LFG
136
Larson Financial Group
Missouri
$2.03K +$72 +9 +3%
UB
137
UMB Bank
Missouri
$1.61K
CFSG
138
Community Financial Services Group
Vermont
$1.44K
CIAM
139
Caitong International Asset Management
Hong Kong
$1.07K +$581 +73 +96%
CFM
140
Compass Financial Management
Florida
$778 +$828 +104 New
QL
141
Quarry LP
New York
$660 +$732 +92 New
Citigroup
142
Citigroup
New York
$36
DB
143
Danske Bank
Denmark
$7
HNB
144
Huntington National Bank
Ohio
$7
TI
145
Trexquant Investment
Connecticut
-$892K -114,972 Closed
CCIA
146
Campbell & Co Investment Adviser
Maryland
-$559K -72,031 Closed
VFA
147
Valeo Financial Advisors
Indiana
-$464K -59,850 Closed
MFS
148
Mirabella Financial Services
United Kingdom
-$245K -31,633 Closed
YIH
149
Y-Intercept (HK)
Hong Kong
-$236K -30,404 Closed
P
150
&Partners
Tennessee
-$211K -27,231 Closed

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.