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New Mountain Finance

167 hedge funds and large institutions have $334M invested in New Mountain Finance in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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 +$12.6M
2 +$7.63M
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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$8K
POIA
152
Pin Oak Investment Advisors
Texas
$8K
FHA
153
Flagship Harbor Advisors
Massachusetts
$6K
N
154
Natixis
France
$4.89K
NFSG
155
Newbridge Financial Services Group
Florida
$4.47K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$4.03K
BTC
157
Bank & Trust Company
Illinois
$3.89K
CCC
158
Chelsea Counsel Company
California
$3.13K
EWA
159
EverSource Wealth Advisors
Alabama
$2.84K
PA
160
Parallel Advisors
California
$2.76K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$2.76K
LFG
162
Larson Financial Group
Missouri
$2.42K
UB
163
UMB Bank
Missouri
$2.07K
AF
164
Allworth Financial
California
$828
Citigroup
165
Citigroup
New York
$46
HNB
166
Huntington National Bank
Ohio
$9
DB
167
Danske Bank
Denmark
$9
MCM
168
MAI Capital Management
Ohio
$3
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
RA
170
Rockingstone Advisors
Massachusetts
ACM
171
Arlington Capital Management
Illinois
DWT
172
Dorsey & Whitney Trust
South Dakota
Macquarie Group
173
Macquarie Group
Australia
EAM
174
Everstar Asset Management
North Carolina
EIP
175
Epoch Investment Partners
New York