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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
Neuberger Berman Group
51
Neuberger Berman Group
New York
$1.05M -$3.14K -333 -0.3%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.04M +$921K +97,666 +645%
HWM
53
HB Wealth Management
Georgia
$933K +$956K +101,354 New
NAMI
54
Nomura Asset Management International
Pennsylvania
$878K +$899K +95,300 New
VC
55
VarCov Co
Connecticut
$853K +$874K +92,610 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$803K -$364K -38,562 -31%
VIA
57
Virtus Investment Advisers
Connecticut
$791K -$114K -12,050 -12%
P
58
&Partners
Tennessee
$787K +$497K +52,700 +161%
CCIA
59
Campbell & Co Investment Adviser
Maryland
$777K +$395K +41,875 +99%
DA
60
Denali Advisors
California
$726K -$176K -18,606 -19%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$714K -$251K -26,611 -26%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$627K -$147K -15,563 -19%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$590K -$299K -31,652 -33%
VFA
64
Valeo Financial Advisors
Indiana
$551K
CAU
65
Caxton Associates (UK)
$538K +$167K +17,673 +43%
QC
66
Quadrature Capital
United Kingdom
$521K +$76.3K +8,090 +17%
MA
67
Mutual Advisors
Nebraska
$508K -$20.5K -2,173 -4%
Northern Trust
68
Northern Trust
Illinois
$497K -$42.6K -4,512 -8%
Geode Capital Management
69
Geode Capital Management
Massachusetts
$491K
II
70
Inspire Investing
Idaho
$469K +$37.7K +4,000 +9%
SWM
71
Spire Wealth Management
Virginia
$420K +$60.4K +6,400 +16%
AC
72
Almitas Capital
California
$414K +$425K +45,000 New
AAP
73
Arax Advisory Partners
Colorado
$411K +$421K +44,643 New
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$401K +$11.4K +1,208 +3%
NA
75
Nordwand Advisors
Pennsylvania
$385K +$394K +41,800 New