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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
LSV Asset Management
1
LSV Asset Management
Illinois
$21.5M -$170K -21,400 -0.7%
UBS Group
2
UBS Group
Switzerland
$17.8M +$3.08M +386,273 +18%
VanEck Associates
3
VanEck Associates
New York
$15.4M +$2.78M +348,872 +19%
Invesco
4
Invesco
Georgia
$11.2M -$4.63M -582,030 -27%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$9.92M +$3.54M +444,492 +47%
DCM
6
Dimension Capital Management
Florida
$8.77M +$530K +66,547 +6%
Corient Private Wealth
7
Corient Private Wealth
Florida
$8.07M +$2.03M +254,361 +29%
Cerity Partners
8
Cerity Partners
New York
$6.14M -$127K -15,969 -2%
NPT
9
National Philanthropic Trust
Pennsylvania
$6.12M
MC
10
Muzinich & Co
New York
$6.1M +$9.97K +1,252 +0.1%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.91M +$1.3M +163,582 +25%
UBP
12
Union Bancaire Privee
Switzerland
$5.9M
Legal & General Group
13
Legal & General Group
United Kingdom
$5.77M +$166K +20,872 +3%
Morgan Stanley
14
Morgan Stanley
New York
$5.62M +$427K +53,592 +7%
Two Sigma Investments
15
Two Sigma Investments
New York
$5.07M -$1.03M -129,111 -15%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$4.94M
Osaic Holdings
17
Osaic Holdings
Arizona
$3.53M +$332K +41,709 +9%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$3.47M -$237K -29,761 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.04M +$533 +67 +0%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$2.99M +$659K +82,833 +25%
BlackRock
21
BlackRock
New York
$2.49M -$41.5K -5,213 -1%
Universal-Beteiligungs- und Servicegesellschaft
22
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.47M
GA
23
GraniteShares Advisors
New York
$2.17M +$316K +39,700 +15%
TP
24
Tranquility Partners
Tennessee
$2.04M -$259K -32,523 -10%
CIM
25
Confluence Investment Management
Missouri
$1.99M +$303 +38 +0%

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.