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New Mountain Finance

153 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 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

38% less capital invested

Capital invested by funds: $350M → $216M (-$134M)

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.93M
2 +$4.91M
3 +$4.59M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.09M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.26M
CIM
27
Confluence Investment Management
Missouri
$2.15M
TCA
28
Transcend Capital Advisors
New Jersey
$2.1M
GA
29
GraniteShares Advisors
New York
$2.05M
BAMF
30
BI Asset Management Fondsmaeglerselskab
Denmark
$1.89M
Bank of America
31
Bank of America
North Carolina
$1.51M
AAM
32
Advisors Asset Management
Colorado
$1.35M
MCCA
33
Mill Creek Capital Advisors
Pennsylvania
$1.16M
CCM
34
Cerberus Capital Management
New York
$1.13M
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$1.06M
NW
36
Naviter Wealth
Arkansas
$1.02M
State Street
37
State Street
Massachusetts
$987K
VC
38
VarCov Co
Connecticut
$971K
LPL Financial
39
LPL Financial
California
$963K
TI
40
Trexquant Investment
Connecticut
$892K
Neuberger Berman Group
41
Neuberger Berman Group
New York
$850K
Canada Life
42
Canada Life
Manitoba, Canada
$771K
HWM
43
HB Wealth Management
Georgia
$768K
NAMI
44
Nomura Asset Management International
Pennsylvania
$740K
VIA
45
Virtus Investment Advisers
Connecticut
$694K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$676K
FFA
47
Farther Finance Advisors
California
$643K
Millennium Management
48
Millennium Management
New York
$631K
DA
49
Denali Advisors
California
$604K
CCIA
50
Campbell & Co Investment Adviser
Maryland
$559K