New Mountain Finance
NMFC
154 hedge funds and large institutions have $216M invested in New Mountain Finance in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 34 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.52% less ownership
Funds ownership: 33.46% → 26.94% (-6.5%)
9% less funds holding
Funds holding: 170 → 154 (-16)
35% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 34
36% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 55
38% less capital invested
Capital invested by funds: $350M → $216M (-$134M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$7.93M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$4.91M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.59M |
| 4 |
Two Sigma Investments
New York
|
+$2.09M |
| 5 |
D.E. Shaw & Co
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.4M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$12.3M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$6.23M |
| 4 |
AM
Ares Management
Los Angeles,
California
|
-$5.55M |
| 5 |
THC
Truffle Hound Capital
Bethesda,
Maryland
|
-$5.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Mercer Global Advisors
Denver,
Colorado
| – | -$146K | -15,847 | Closed |
|
177
Nomura Holdings
Tokyo,
Japan
| – | -$138K | -15,000 | Closed |
|
|
TRCT
178
Tower Research Capital (TRC)
New York
| – | -$137K | -14,848 | Closed |
|
|
CCM
179
Condor Capital Management
Martinsville,
New Jersey
| – | -$130K | -14,107 | Closed |
|
|
ACM
180
Aquatic Capital Management
Chicago,
Illinois
| – | -$127K | -13,818 | Closed |
|
|
OFA
181
Oak Family Advisors
Chicago,
Illinois
| – | -$124K | -13,445 | Closed |
|
182
Squarepoint
New York
| – | -$116K | -12,597 | Closed |
|
|
SMA
183
Seven Mile Advisory
Ewing,
New Jersey
| – | -$97.9K | -10,630 | Closed |
|
184
BNP Paribas Asset Management
Paris,
France
| – | -$88K | -9,581 | Closed |
|
|
W
185
WealthCollab
Bellevue,
Washington
| – | -$16.2K | -1,761 | Closed |
|
|
QL
186
Quarry LP
New York
| – | -$10.6K | -1,149 | Closed |
|
|
FHA
187
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$6K | -651 | Closed |
|
|
NFSG
188
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$4.47K | -485 | Closed |
|
NMFC Hedge Fund Activity: Q1 2026 in Review
154 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q1 2026, worth a combined $216M — down 38% from $350M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of NMFC and 22 opened new positions — a net loss of 12 holders — while 55 trimmed existing stakes and 35 added.
The largest buyer was Invesco, adding an estimated $7.93M. The largest seller was JP Morgan Chase, cutting an estimated $16.4M.
- 154 institutional investors held New Mountain Finance (NMFC) as of Q1 2026, down from 170 in Q4 2025.
- Funds reported $216M of New Mountain Finance stock for Q1 2026, down 38% quarter-over-quarter.
- 22 funds opened new New Mountain Finance positions in Q1 2026 and 34 closed out, a net change of -12 holders.
- The largest New Mountain Finance buyer in Q1 2026 was Invesco, an estimated $7.93M added.
- The largest New Mountain Finance seller in Q1 2026 was JP Morgan Chase, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2026.