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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.09M
CA
52
Clearstead Advisors
Ohio
$1.09M
VIA
53
Virtus Investment Advisers
Connecticut
$1.08M
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$1.07M
Macquarie Group
55
Macquarie Group
Australia
$1.05M
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$1.04M
Canada Life
57
Canada Life
Manitoba, Canada
$1.03M
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$902K
Raymond James Financial
59
Raymond James Financial
Florida
$872K
BI
60
Bramshill Investments
Florida
$851K
Citadel Advisors
61
Citadel Advisors
Florida
$818K
EIP
62
Epoch Investment Partners
New York
$809K
CIC
63
Chilton Investment Company
Connecticut
$778K
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$772K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$700K
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$697K
KAS
67
Kestra Advisory Services
Texas
$697K
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$666K
VFA
69
Valeo Financial Advisors
Indiana
$660K
EAM
70
Everstar Asset Management
North Carolina
$659K
YIH
71
Y-Intercept (HK)
Hong Kong
$630K
Geode Capital Management
72
Geode Capital Management
Massachusetts
$588K
Russell Investments Group
73
Russell Investments Group
United Kingdom
$581K
WT
74
Whittier Trust
California
$530K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$522K