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New Mountain Finance

157 hedge funds and large institutions have $318M invested in New Mountain Finance in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $363M → $318M (-$45.5M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247K
Puts
$19K
Net Calls
Net Calls Change

Top Sellers

1 -$6.72M
2 -$4.33M
3 -$4.25M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.92M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$2.64M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$97.1K
VV
127
Verity & Verity
South Carolina
$96.4K
Brown Advisory
128
Brown Advisory
Maryland
$96.4K
ASN
129
Advisory Services Network
Georgia
$65.1K
HI
130
Harbour Investments
Wisconsin
$61.2K
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$57.8K
MCM
132
MAI Capital Management
Ohio
$53.1K
US Bancorp
133
US Bancorp
Minnesota
$48.2K
SOADOR
134
State of Alaska Department of Revenue
Alaska
$47K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$46.4K
HNB
136
Huntington National Bank
Ohio
$43.7K
CT
137
Clearstead Trust
Maine
$40K
MIM
138
MTM Investment Management
South Carolina
$34.7K
NA
139
NewEdge Advisors
Louisiana
$19.7K
TRCT
140
Tower Research Capital (TRC)
New York
$19.1K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$17K
W
142
WealthCollab
Washington
$17K
GWM
143
Geneos Wealth Management
Colorado
$15K
Comerica Bank
144
Comerica Bank
Texas
$10.6K
PS
145
Principal Securities
Iowa
$9.68K
FHC
146
First Horizon Corporation
Tennessee
$9.64K
POIA
147
Pin Oak Investment Advisors
Texas
$9.34K
SIS
148
Sound Income Strategies
Florida
$8.65K
NFSG
149
Newbridge Financial Services Group
Florida
$4.67K
BTC
150
Bank & Trust Company
Illinois
$4.07K