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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
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$459K
Puts
$7K
Net Calls
Net Calls Change

Top Buyers

1 +$15.3M
2 +$12.6M
3 +$5.19M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.18M
5
UBS Group
UBS Group
Switzerland
+$3.64M

Top Sellers

1 -$9.71M
2 -$3.72M
3 -$3.11M
4
TCA
Transcend Capital Advisors
New Jersey
-$2.79M
5
VanEck Associates
VanEck Associates
New York
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
FAOAI
101
Fund Advisors of America Inc
Florida
$198K
PI
102
PFG Investments
New York
$190K
WIA
103
Wealthedge Investment Advisors
New York
$189K
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$176K
TI
105
TrueMark Investments
Illinois
$171K
TSS
106
Two Sigma Securities
New York
$165K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$164K
Simplex Trading
108
Simplex Trading
Illinois
$163K
AC
109
Apella Capital
Connecticut
$161K
PA
110
PharVision Advisers
Florida
$157K
ECM
111
ExodusPoint Capital Management
New York
$156K
SSA
112
Schonfeld Strategic Advisors
New York
$151K
WT
113
Whittier Trust
California
$150K
Verition Fund Management
114
Verition Fund Management
Connecticut
$149K
AIM
115
Advyzon Investment Management
Illinois
$148K
WS
116
Wedbush Securities
California
$148K
RIL
117
Rothschild Investment LLC
Illinois
$147K
AWA
118
Arkadios Wealth Advisors
Georgia
$147K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$146K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$141K
Nomura Holdings
121
Nomura Holdings
Japan
$138K
TRCT
122
Tower Research Capital (TRC)
New York
$137K
ProShare Advisors
123
ProShare Advisors
Maryland
$131K
CCM
124
Condor Capital Management
New Jersey
$130K
WSFS
125
Wilmington Savings Fund Society
Delaware
$129K