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New Mountain Finance
NMFC

Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.95M
2
TCA
Transcend Capital Advisors
New Jersey
+$3.06M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.65M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.3M
5
UBP
Union Bancaire Privee
Switzerland
+$2.12M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$9.64M
2
Cerity Partners
Cerity Partners
New York
-$7.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.52M
4
Bank of America
Bank of America
North Carolina
-$3.53M
5
Millennium Management
Millennium Management
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTC
151
Bank & Trust Company
Illinois
$4.45K – – –
CCC
152
Chelsea Counsel Company
California
$3.59K – – –
TSMHT
153
Thurston Springer Miller Herd & Titak
Indiana
$3.47K – – –
EWA
154
EverSource Wealth Advisors
Alabama
$3.25K – – –
PA
155
Parallel Advisors
California
$3.17K – – –
IA
156
IFP Advisors
Florida
$3.13K – – –
WA
157
Whipplewood Advisors
Colorado
$1.25K +$559 +53 +82%
TRCT
158
Tower Research Capital (TRC)
New York
$886 +$886 +84 New
AF
159
Allworth Financial
California
$486 – – –
Citigroup
160
Citigroup
New York
$179 -$115K -10,933 -100%
EC
161
Elequin Capital
New York
$32 +$32 +3 New
Allspring Global Investments
162
Allspring Global Investments
North Carolina
– -$4.52M -407,199 Closed
FNT
163
First National Trust
Pennsylvania
– -$1.87M -169,359 Closed
AIMCA
164
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.34M -121,800 Closed
CA
165
Clearstead Advisors
Ohio
– -$1.09M -98,674 Closed
BI
166
Bramshill Investments
Florida
– -$851K -77,125 Closed
Citadel Advisors
167
Citadel Advisors
Florida
– -$818K -74,126 Closed
Connor, Clark & Lunn Investment Management (CC&L)
168
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$772K -69,953 Closed
Balyasny Asset Management
169
Balyasny Asset Management
Illinois
– -$697K -63,208 Closed
PFMU
170
Privium Fund Management (UK)
United Kingdom
– -$499K -45,500 Closed
SSA
171
Schonfeld Strategic Advisors
New York
– -$480K -43,558 Closed
FRM
172
Fox Run Management
Connecticut
– -$442K -40,117 Closed
LF
173
Lansforsakringar Fondforvaltning
Sweden
– -$361K -32,764 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$288K -26,100 Closed
Squarepoint
175
Squarepoint
New York
– -$265K -23,991 Closed
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