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New Mountain Finance

170 hedge funds and large institutions have $350M invested in New Mountain Finance in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,457% more call options, than puts

Call options by funds: $459K | Put options by funds: $7K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

8% more funds holding

Funds holding: 158170 (+12)

7% more capital invested

Capital invested by funds: $326M → $350M (+$23.6M)

5.77% more ownership

Funds ownership: 27.69%33.46% (+5.8%)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
41
Reduced
52
Closed
29
Calls
$459K
Puts
$7K
Net Calls
+$452K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
26
Transcend Capital Advisors
New Jersey
$3.87M -$2.79M -295,284 -41%
Jane Street
27
Jane Street
New York
$3.6M +$3.58M +379,225 +3,337%
Wells Fargo
28
Wells Fargo
California
$3.29M -$671K -71,182 -17%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$3.23M +$2.81M +297,722 +566%
Universal-Beteiligungs- und Servicegesellschaft
30
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.17M +$1.27M +134,500 +64%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$2.92M +$2.99M +317,189 New
CIM
32
Confluence Investment Management
Missouri
$2.71M -$221K -23,461 -7%
GA
33
GraniteShares Advisors
New York
$2.71M +$206K +21,843 +8%
Ameriprise
34
Ameriprise
Minnesota
$2.69M +$56.1K +5,951 +2%
PCM
35
Palisade Capital Management
New Jersey
$2.62M -$1.84M -195,308 -41%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$2.53M -$3.11M -329,600 -55%
TP
37
Tranquility Partners
Tennessee
$2.47M -$458K -48,598 -15%
BAMF
38
BI Asset Management Fondsmaeglerselskab
Denmark
$2.16M +$268K +28,387 +14%
LPL Financial
39
LPL Financial
California
$2.15M -$307K -32,560 -12%
Bank of America
40
Bank of America
North Carolina
$2.05M -$3.72M -394,620 -64%
TI
41
Trexquant Investment
Connecticut
$1.9M +$1.12M +118,644 +135%
Goldman Sachs
42
Goldman Sachs
New York
$1.89M +$1.93M +204,933 New
XT
43
XTX Topco
Cayman Islands
$1.73M +$1.77M +187,632 New
Millennium Management
44
Millennium Management
New York
$1.72M +$1.76M +186,965 New
AAM
45
Advisors Asset Management
Colorado
$1.65M -$498K -52,843 -23%
NW
46
Naviter Wealth
Arkansas
$1.45M -$426K -45,204 -22%
MCCA
47
Mill Creek Capital Advisors
Pennsylvania
$1.37M
State Street
48
State Street
Massachusetts
$1.21M +$240K +25,400 +24%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.09M +$765K +81,134 +217%
Canada Life
50
Canada Life
Manitoba, Canada
$1.09M +$43.7K +4,633 +4%