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New Mountain Finance
NMFC

Overview Fund Activity

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

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
+$4.67M
2
LSV Asset Management
LSV Asset Management
Illinois
+$3.82M
3
UBS Group
UBS Group
Switzerland
+$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$27.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.7M
3
Cerity Partners
Cerity Partners
New York
-$2.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
$8.82K – – –
BTC
152
Bank & Trust Company
Illinois
$4.66K – – –
HCP
153
Hexagon Capital Partners
Arkansas
$4.5K -$2.39K -217 -35%
CCC
154
Chelsea Counsel Company
California
$3.75K – – –
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$3.63K -$1.89K -171 -34%
EWA
156
EverSource Wealth Advisors
Alabama
$3.4K -$6.81K -617 -67%
PA
157
Parallel Advisors
California
$3.31K – – –
IA
158
IFP Advisors
Florida
$3.28K – – –
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$3.23K +$3.23K +293 New
WA
160
Whipplewood Advisors
Colorado
$1.3K -$1.06K -53 -45%
Simplex Trading
161
Simplex Trading
Illinois
$1K -$906 -115 -48%
AF
162
Allworth Financial
California
$466 – – –
VEA
163
Virtus ETF Advisers
New York
– -$919K -81,601 Closed
SCI
164
Stableford Capital II
Arizona
– -$884K -78,518 Closed
HF
165
HRT Financial
New York
– -$634K -56,383 Closed
CG
166
Caprock Group
Idaho
– -$357K -31,736 Closed
TI
167
TrueMark Investments
Illinois
– -$320K -28,446 Closed
DTL
168
Dynamic Technology Lab
Singapore
– -$305K -27,081 Closed
SW
169
SVB Wealth
Massachusetts
– -$279K -24,735 Closed
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
– -$236K -20,999 Closed
Corient Private Wealth
171
Corient Private Wealth
Florida
– -$211K -18,723 Closed
CC
172
Centiva Capital
New York
– -$171K -15,183 Closed
XT
173
XTX Topco
Cayman Islands
– -$148K -13,164 Closed
NWA
174
New World Advisors
Massachusetts
– -$147K -13,047 Closed
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
– -$84.3K -7,488 Closed
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