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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
QT
76
Quantbot Technologies
New York
$343K +$351K +37,261 New
CIC
77
Chilton Investment Company
Connecticut
$341K
CLIP
78
Colter Lewis Investment Partners
Connecticut
$337K +$345K +36,563 New
FFA
79
Farther Finance Advisors
California
$336K -$66.6K -7,060 -16%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$330K -$53.6K -5,687 -14%
FCM
81
Fourpath Capital Management
Oklahoma
$316K
OC
82
Oppenheimer & Co
New York
$299K -$11.2K -1,188 -4%
IAIM
83
International Assets Investment Management
Florida
$297K -$1.52K -161 -0.5%
Mackenzie Financial
84
Mackenzie Financial
Ontario, Canada
$297K +$9.92K +1,052 +3%
SA
85
Sanctuary Advisors
Indiana
$280K -$726 -77 -0.3%
NW
86
NewEdge Wealth
Pennsylvania
$280K +$3.37K +357 +1%
Citadel Advisors
87
Citadel Advisors
Florida
$279K +$286K +30,331 New
Fayez Sarofim & Co
88
Fayez Sarofim & Co
Texas
$279K
NCM
89
Next Capital Management
New York
$273K +$33.3K +3,530 +13%
Stifel Financial
90
Stifel Financial
Missouri
$257K -$76.7K -8,130 -23%
GIC
91
Generali Investments CEE
Czech Republic
$233K
NWA
92
Navis Wealth Advisors
New York
$230K +$236K +25,000 New
KAS
93
Kestra Advisory Services
Texas
$229K -$104K -11,040 -31%
Raymond James Financial
94
Raymond James Financial
Florida
$228K -$37.2K -3,948 -14%
CAM
95
CenterStar Asset Management
Illinois
$225K +$86.8K +9,200 +61%
MGI
96
Miller Global Investments
Texas
$219K +$225K +23,815 New
Lido Advisors
97
Lido Advisors
California
$211K
FRM
98
Fox Run Management
Connecticut
$210K +$215K +22,800 New
Empower Advisory Group
99
Empower Advisory Group
Colorado
$205K
VF
100
Virtu Financial
New York
$202K +$82.9K +8,785 +67%