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New Mountain Finance

156 hedge funds and large institutions have $317M invested in New Mountain Finance in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

13% less capital invested

Capital invested by funds: $363M → $317M (-$45.5M)

Holders
156
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
$247K
Puts
$19K
Net Calls
Net Calls Change

Top Sellers

1 -$6.72M
2 -$4.33M
3 -$4.25M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.92M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
26
Tranquility Partners
Tennessee
$3.05M
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$2.99M
Ameriprise
28
Ameriprise
Minnesota
$2.76M
GA
29
GraniteShares Advisors
New York
$2.62M
LPL Financial
30
LPL Financial
California
$2.57M
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$2.3M
AAM
32
Advisors Asset Management
Colorado
$2.23M
Universal-Beteiligungs- und Servicegesellschaft
33
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.02M
BAMF
34
BI Asset Management Fondsmaeglerselskab
Denmark
$1.99M
NW
35
Naviter Wealth
Arkansas
$1.96M
RA
36
Rockingstone Advisors
Massachusetts
$1.8M
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$1.44M
ACM
38
Arlington Capital Management
Illinois
$1.23M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.21M
Neuberger Berman Group
40
Neuberger Berman Group
New York
$1.1M
Canada Life
41
Canada Life
Manitoba, Canada
$1.1M
DWT
42
Dorsey & Whitney Trust
South Dakota
$1.08M
State Street
43
State Street
Massachusetts
$1.02M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1M
VIA
45
Virtus Investment Advisers
Connecticut
$944K
DA
46
Denali Advisors
California
$939K
WIA
47
Wealthedge Investment Advisors
New York
$928K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$922K
Macquarie Group
49
Macquarie Group
Australia
$919K
TI
50
Trexquant Investment
Connecticut
$845K