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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

6,457% more call options, than puts

Call options by funds: $459K | Put options by funds: $7K

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

8% more funds holding

Funds holding: 158170 (+12)

7% more capital invested

Capital invested by funds: $326M → $350M (+$23.6M)

5.77% more ownership

Funds ownership: 27.69%33.46% (+5.8%)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
41
Reduced
52
Closed
29
Calls
$459K
Puts
$7K
Net Calls
+$452K
Net Calls Change
+$224K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
126
Aquatic Capital Management
Illinois
$127K -$37K -3,922 -22%
Creative Planning
127
Creative Planning
Kansas
$127K -$5.95K -631 -4%
CA
128
Calton & Associates
Florida
$125K +$128K +13,609 New
OFA
129
Oak Family Advisors
Illinois
$124K +$127K +13,445 New
SFS
130
Sowell Financial Services
Arkansas
$119K +$122K +12,967 New
Squarepoint
131
Squarepoint
New York
$116K +$119K +12,597 New
ECM
132
EMC Capital Management
Texas
$109K -$19.7K -2,086 -15%
WJWM
133
Williams Jones Wealth Management
New York
$101K -$28.3K -3,000 -21%
GCA
134
Genesee Capital Advisors
New York
$98.8K +$101K +10,730 New
SMA
135
Seven Mile Advisory
New Jersey
$97.9K +$100K +10,630 New
AWM
136
AE Wealth Management
Kansas
$96.8K -$3.66K -388 -4%
ACI
137
Alpha Cubed Investments
California
$93.6K +$95.9K +10,164 New
GT
138
Glenview Trust
Kentucky
$93K
Brown Advisory
139
Brown Advisory
Maryland
$92.1K
VV
140
Verity & Verity
South Carolina
$92.1K
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$88K +$90.4K +9,581 New
SIS
142
Sound Income Strategies
Florida
$70.1K +$63.4K +6,722 +699%
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 -$117K -12,366 -72%
HI
146
Harbour Investments
Wisconsin
$40K -$18.9K -2,000 -32%
MIM
147
MTM Investment Management
South Carolina
$33.2K
W
148
WealthCollab
Washington
$16.2K
NA
149
NewEdge Advisors
Louisiana
$15.6K -$3.28K -348 -17%
GWM
150
Geneos Wealth Management
Colorado
$14.3K