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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 %
TSMHT
151
Thurston Springer Miller Herd & Titak
Indiana
$3.47K 329 – –
EWA
152
EverSource Wealth Advisors
Alabama
$3.25K 308 – –
PA
153
Parallel Advisors
California
$3.17K 300 – –
IA
154
IFP Advisors
Florida
$3.13K 297 – –
WA
155
Whipplewood Advisors
Colorado
$1.25K 118 +53 +82%
TRCT
156
Tower Research Capital (TRC)
New York
$886 84 +84 New
AF
157
Allworth Financial
California
$486 46 – –
Citigroup
158
Citigroup
New York
$179 17 -10,933 -100%
EC
159
Elequin Capital
New York
$32 3 +3 New
Allspring Global Investments
160
Allspring Global Investments
North Carolina
– – -407,199 Closed
FNT
161
First National Trust
Pennsylvania
– – -169,359 Closed
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -121,800 Closed
CA
163
Clearstead Advisors
Ohio
– – -98,674 Closed
BI
164
Bramshill Investments
Florida
– – -77,125 Closed
Citadel Advisors
165
Citadel Advisors
Florida
– – -74,126 Closed
Connor, Clark & Lunn Investment Management (CC&L)
166
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -69,953 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
– – -63,208 Closed
PFMU
168
Privium Fund Management (UK)
United Kingdom
– – -45,500 Closed
SSA
169
Schonfeld Strategic Advisors
New York
– – -43,558 Closed
FRM
170
Fox Run Management
Connecticut
– – -40,117 Closed
LF
171
Lansforsakringar Fondforvaltning
Sweden
– – -32,764 Closed
ECM
172
ExodusPoint Capital Management
New York
– – -26,100 Closed
Squarepoint
173
Squarepoint
New York
– – -23,991 Closed
AWS
174
Atria Wealth Solutions
New York
– – -23,968 Closed
SPA
175
Shore Point Advisors
New Jersey
– – -20,445 Closed
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