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New Mountain Finance

169 hedge funds and large institutions have $342M 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
169
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
PI
101
PFG Investments
New York
$190K
WIA
102
Wealthedge Investment Advisors
New York
$189K
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$176K
TI
104
TrueMark Investments
Illinois
$171K
TSS
105
Two Sigma Securities
New York
$165K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$164K
Simplex Trading
107
Simplex Trading
Illinois
$163K
AC
108
Apella Capital
Connecticut
$161K
PA
109
PharVision Advisers
Florida
$157K
ECM
110
ExodusPoint Capital Management
New York
$156K
SSA
111
Schonfeld Strategic Advisors
New York
$151K
WT
112
Whittier Trust
California
$150K
Verition Fund Management
113
Verition Fund Management
Connecticut
$149K
AIM
114
Advyzon Investment Management
Illinois
$148K
WS
115
Wedbush Securities
California
$148K
RIL
116
Rothschild Investment LLC
Illinois
$147K
AWA
117
Arkadios Wealth Advisors
Georgia
$147K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$146K
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$141K
Nomura Holdings
120
Nomura Holdings
Japan
$138K
TRCT
121
Tower Research Capital (TRC)
New York
$137K
ProShare Advisors
122
ProShare Advisors
Maryland
$131K
CCM
123
Condor Capital Management
New Jersey
$130K
WSFS
124
Wilmington Savings Fund Society
Delaware
$129K
ACM
125
Aquatic Capital Management
Illinois
$127K