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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
CC
151
CF Capital
Massachusetts
-$194K -25,000 Closed
NWA
152
Navis Wealth Advisors
New York
-$194K -25,000 Closed
ET
153
Entropy Technologies
New York
-$186K -24,027 Closed
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
-$159K -20,491 Closed
BHCM
155
Brevan Howard Capital Management
Jersey
-$158K -20,367 Closed
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
-$141K -17,707 Closed
CA
157
Calton & Associates
Florida
-$128K -16,465 Closed
WS
158
Wedbush Securities
California
-$124K -16,025 Closed
SG Americas Securities
159
SG Americas Securities
New York
-$122K -15,693 Closed
SCA
160
SMH Capital Advisors
Texas
-$93.1K -12,000 Closed
SFS
161
Sowell Financial Services
Arkansas
-$89.1K -11,488 Closed
WJWM
162
Williams Jones Wealth Management
New York
-$85.4K -11,000 Closed
AWM
163
AE Wealth Management
Kansas
-$81.1K -10,448 Closed
SOW
164
State of Wyoming
Wyoming
-$71K -9,148 Closed
SIS
165
Sound Income Strategies
Florida
-$59.2K -7,683 Closed
SPIA
166
Steward Partners Investment Advisory
New York
-$42.1K -5,422 Closed
MIM
167
MTM Investment Management
South Carolina
-$27.9K -3,600 Closed
ASN
168
Advisory Services Network
Georgia
-$20K -2,573 Closed
Jones Financial Companies
169
Jones Financial Companies
Missouri
-$1.25K -166 Closed
AF
170
Allworth Financial
California
-$735 -95 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.