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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
FAOAI
101
Fund Advisors of America Inc
Florida
$198K +$203K +21,537 New
PI
102
PFG Investments
New York
$190K -$84.6K -8,971 -30%
WIA
103
Wealthedge Investment Advisors
New York
$189K -$714K -75,741 -79%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$176K +$180K +19,092 New
TI
105
TrueMark Investments
Illinois
$171K +$175K +18,558 New
TSS
106
Two Sigma Securities
New York
$165K +$169K +17,936 New
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$164K -$217K -23,003 -56%
Simplex Trading
108
Simplex Trading
Illinois
$163K +$167K +17,727 New
AC
109
Apella Capital
Connecticut
$161K +$165K +17,525 New
PA
110
PharVision Advisers
Florida
$157K +$161K +17,017 New
ECM
111
ExodusPoint Capital Management
New York
$156K +$160K +16,915 New
SSA
112
Schonfeld Strategic Advisors
New York
$151K +$155K +16,380 New
WT
113
Whittier Trust
California
$150K
Verition Fund Management
114
Verition Fund Management
Connecticut
$149K
AIM
115
Advyzon Investment Management
Illinois
$148K +$30.6K +3,246 +25%
WS
116
Wedbush Securities
California
$148K -$14.2K -1,500 -9%
RIL
117
Rothschild Investment LLC
Illinois
$147K -$28.3K -3,000 -16%
AWA
118
Arkadios Wealth Advisors
Georgia
$147K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$146K +$149K +15,847 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$141K +$99.1K +10,503 +218%
Nomura Holdings
121
Nomura Holdings
Japan
$138K +$142K +15,000 New
TRCT
122
Tower Research Capital (TRC)
New York
$137K +$121K +12,865 +649%
ProShare Advisors
123
ProShare Advisors
Maryland
$131K -$50.7K -5,370 -27%
CCM
124
Condor Capital Management
New Jersey
$130K +$3.53K +374 +3%
WSFS
125
Wilmington Savings Fund Society
Delaware
$129K