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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
ACM
126
Aquatic Capital Management
Illinois
$127K
Creative Planning
127
Creative Planning
Kansas
$127K
CA
128
Calton & Associates
Florida
$125K
OFA
129
Oak Family Advisors
Illinois
$124K
SFS
130
Sowell Financial Services
Arkansas
$119K
Squarepoint
131
Squarepoint
New York
$116K
ECM
132
EMC Capital Management
Texas
$109K
WJWM
133
Williams Jones Wealth Management
New York
$101K
GCA
134
Genesee Capital Advisors
New York
$98.8K
SMA
135
Seven Mile Advisory
New Jersey
$97.9K
AWM
136
AE Wealth Management
Kansas
$96.8K
ACI
137
Alpha Cubed Investments
California
$93.6K
GT
138
Glenview Trust
Kentucky
$93K
VV
139
Verity & Verity
South Carolina
$92.1K
Brown Advisory
140
Brown Advisory
Maryland
$92.1K
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$88K
SIS
142
Sound Income Strategies
Florida
$70.1K
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$55.3K
SOADOR
144
State of Alaska Department of Revenue
Alaska
$45K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$43.8K
HI
146
Harbour Investments
Wisconsin
$40K
MIM
147
MTM Investment Management
South Carolina
$33.2K
W
148
WealthCollab
Washington
$16.2K
NA
149
NewEdge Advisors
Louisiana
$15.6K
GWM
150
Geneos Wealth Management
Colorado
$14.3K