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New Mountain Finance

153 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 35 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

37% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 35

38% less capital invested

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

Holders
153
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
GWM
135
Geneos Wealth Management
Colorado
$12.1K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$8.54K
POIA
137
Pin Oak Investment Advisors
Texas
$8K
FHC
138
First Horizon Corporation
Tennessee
$7.76K
N
139
Natixis
France
$4.27K
BTC
140
Bank & Trust Company
Illinois
$3.27K
CCC
141
Chelsea Counsel Company
California
$3.13K
EWA
142
EverSource Wealth Advisors
Alabama
$2.39K
PA
143
Parallel Advisors
California
$2.33K
LFG
144
Larson Financial Group
Missouri
$2.13K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1.75K
UB
146
UMB Bank
Missouri
$1.75K
CFSG
147
Community Financial Services Group
Vermont
$1.54K
Jones Financial Companies
148
Jones Financial Companies
Missouri
$1.25K
AF
149
Allworth Financial
California
$735
CIAM
150
Caitong International Asset Management
Hong Kong
$590