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New Mountain Finance

154 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 34 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 first-time investments, than exits

New positions opened: | Existing positions closed:

36% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 55

38% less capital invested

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

Holders
154
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
WSFS
126
Wilmington Savings Fund Society
Delaware
$46.6K
SPIA
127
Steward Partners Investment Advisory
New York
$42.1K
UBP
128
Union Bancaire Privee
Switzerland
$39.6K
SOADOR
129
State of Alaska Department of Revenue
Alaska
$37K
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$36.9K
HI
131
Harbour Investments
Wisconsin
$33.7K
MIM
132
MTM Investment Management
South Carolina
$27.9K
ASN
133
Advisory Services Network
Georgia
$20K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$17.8K
NA
135
NewEdge Advisors
Louisiana
$13.2K
GWM
136
Geneos Wealth Management
Colorado
$12.1K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$8.54K
POIA
138
Pin Oak Investment Advisors
Texas
$8K
FHC
139
First Horizon Corporation
Tennessee
$7.76K
N
140
Natixis
France
$4.27K
BTC
141
Bank & Trust Company
Illinois
$3.27K
CCC
142
Chelsea Counsel Company
California
$3.13K
EWA
143
EverSource Wealth Advisors
Alabama
$2.39K
PA
144
Parallel Advisors
California
$2.33K
LFG
145
Larson Financial Group
Missouri
$2.13K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.75K
UB
147
UMB Bank
Missouri
$1.75K
CFSG
148
Community Financial Services Group
Vermont
$1.54K
Jones Financial Companies
149
Jones Financial Companies
Missouri
$1.25K
AF
150
Allworth Financial
California
$735