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New Mountain Finance

157 hedge funds and large institutions have $318M invested in New Mountain Finance in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 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: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $363M → $318M (-$45.5M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
157
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
ACM
101
Aquatic Capital Management
Illinois
$171K
WS
102
Wedbush Securities
California
$169K
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$165K
SMH
104
Sanders Morris Harris
Texas
$158K
Verition Fund Management
105
Verition Fund Management
Connecticut
$156K
AWA
106
Arkadios Wealth Advisors
Georgia
$154K
Truist Financial
107
Truist Financial
North Carolina
$152K
WT
108
Whittier Trust
California
$152K
VT
109
Vise Technologies
New York
$149K
CAM
110
CenterStar Asset Management
Illinois
$146K
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$146K
Creative Planning
112
Creative Planning
Kansas
$139K
WSFS
113
Wilmington Savings Fund Society
Delaware
$135K
WJWM
114
Williams Jones Wealth Management
New York
$135K
ECM
115
EMC Capital Management
Texas
$134K
CCM
116
Condor Capital Management
New Jersey
$132K
VF
117
Virtu Financial
New York
$127K
AIM
118
Advyzon Investment Management
Illinois
$124K
BCA
119
Bay Colony Advisors
Massachusetts
$116K
Jane Street
120
Jane Street
New York
$110K
CCG
121
Catalina Capital Group
California
$108K
SG Americas Securities
122
SG Americas Securities
New York
$108K
LFG
123
Larson Financial Group
Missouri
$106K
AWM
124
AE Wealth Management
Kansas
$105K
GT
125
Glenview Trust
Kentucky
$97.4K