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New Mountain Finance

156 hedge funds and large institutions have $317M invested in New Mountain Finance in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

13% less capital invested

Capital invested by funds: $363M → $317M (-$45.5M)

Holders
156
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
$247K
Puts
$19K
Net Calls
Net Calls Change

Top Sellers

1 -$6.72M
2 -$4.33M
3 -$4.25M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.92M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$169K
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$165K
SMH
103
Sanders Morris Harris
Texas
$158K
Verition Fund Management
104
Verition Fund Management
Connecticut
$156K
AWA
105
Arkadios Wealth Advisors
Georgia
$154K
Truist Financial
106
Truist Financial
North Carolina
$152K
WT
107
Whittier Trust
California
$152K
VT
108
Vise Technologies
New York
$149K
CAM
109
CenterStar Asset Management
Illinois
$146K
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$146K
Creative Planning
111
Creative Planning
Kansas
$139K
WJWM
112
Williams Jones Wealth Management
New York
$135K
WSFS
113
Wilmington Savings Fund Society
Delaware
$135K
ECM
114
EMC Capital Management
Texas
$134K
CCM
115
Condor Capital Management
New Jersey
$132K
VF
116
Virtu Financial
New York
$127K
AIM
117
Advyzon Investment Management
Illinois
$124K
BCA
118
Bay Colony Advisors
Massachusetts
$116K
Jane Street
119
Jane Street
New York
$110K
CCG
120
Catalina Capital Group
California
$108K
SG Americas Securities
121
SG Americas Securities
New York
$108K
LFG
122
Larson Financial Group
Missouri
$106K
AWM
123
AE Wealth Management
Kansas
$105K
GT
124
Glenview Trust
Kentucky
$97.4K
UCFA
125
United Capital Financial Advisors
Texas
$97.1K