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New Mountain Finance

153 hedge funds and large institutions have $216M invested in New Mountain Finance in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 55 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

38% less capital invested

Capital invested by funds: $350M → $216M (-$134M)

Holders
153
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
$1.02M
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.93M
2 +$4.91M
3 +$4.59M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.09M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
Apella Capital
Connecticut
$149K
FAOAI
102
Fund Advisors of America Inc
Florida
$147K
ProShare Advisors
103
ProShare Advisors
Maryland
$143K
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$137K
GT
105
Glenview Trust
Kentucky
$136K
CA
106
Calton & Associates
Florida
$128K
SMH
107
Sanders Morris Harris
Texas
$127K
RIL
108
Rothschild Investment LLC
Illinois
$124K
AWA
109
Arkadios Wealth Advisors
Georgia
$124K
Raymond James Financial
110
Raymond James Financial
Florida
$124K
WS
111
Wedbush Securities
California
$124K
GCA
112
Genesee Capital Advisors
New York
$123K
SG Americas Securities
113
SG Americas Securities
New York
$122K
Creative Planning
114
Creative Planning
Kansas
$111K
WIA
115
Wealthedge Investment Advisors
New York
$98.6K
CCA
116
Catalyst Capital Advisors
New York
$93.1K
SFS
117
Sowell Financial Services
Arkansas
$89.1K
WJWM
118
Williams Jones Wealth Management
New York
$85.4K
JIC
119
Joel Isaacson & Co
New York
$82.4K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$81.5K
AWM
121
AE Wealth Management
Kansas
$81.1K
Brown Advisory
122
Brown Advisory
Maryland
$77.6K
VV
123
Verity & Verity
South Carolina
$77.6K
SOW
124
State of Wyoming
Wyoming
$71K
SIS
125
Sound Income Strategies
Florida
$59.2K