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New Mountain Finance

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $382M → $353M (-$28.7M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$533K
Puts
$220K
Net Calls
Net Calls Change

Top Buyers

1 +$4.67M
2 +$3.82M
3 +$3.36M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.27M
5
Millennium Management
Millennium Management
New York
+$2.11M

Top Sellers

1 -$27.5M
2 -$13.7M
3 -$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
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$3.27M
TI
27
Trexquant Investment
Connecticut
$3.22M
RA
28
Rockingstone Advisors
Massachusetts
$3.03M
Ameriprise
29
Ameriprise
Minnesota
$2.88M
MFG
30
Merit Financial Group
Georgia
$2.87M
AAM
31
Advisors Asset Management
Colorado
$2.74M
GA
32
GraniteShares Advisors
New York
$2.56M
Wells Fargo
33
Wells Fargo
California
$2.53M
Universal-Beteiligungs- und Servicegesellschaft
34
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.31M
NW
35
Naviter Wealth
Arkansas
$2.25M
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$2.21M
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$2.12M
LPL Financial
38
LPL Financial
California
$2.03M
FNT
39
First National Trust
Pennsylvania
$1.87M
WIA
40
Wealthedge Investment Advisors
New York
$1.69M
MCCA
41
Mill Creek Capital Advisors
Pennsylvania
$1.64M
MPPLM
42
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.58M
DWT
44
Dorsey & Whitney Trust
South Dakota
$1.49M
AIMCA
45
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.34M
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.34M
TP
47
Tranquility Partners
Tennessee
$1.33M
Neuberger Berman Group
48
Neuberger Berman Group
New York
$1.31M
DA
49
Denali Advisors
California
$1.31M
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.3M