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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
QL
151
Quarry LP
New York
$10.6K +$10.8K +1,149 New
Comerica Bank
152
Comerica Bank
Texas
$10.1K
FHC
153
First Horizon Corporation
Tennessee
$9.21K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$8K -$9.06K -960 -54%
POIA
155
Pin Oak Investment Advisors
Texas
$8K
FHA
156
Flagship Harbor Advisors
Massachusetts
$6K +$6.14K +651 New
N
157
Natixis
France
$4.89K -$393K -41,684 -99%
NFSG
158
Newbridge Financial Services Group
Florida
$4.47K
Jones Financial Companies
159
Jones Financial Companies
Missouri
$4.03K +$4.12K +437 New
BTC
160
Bank & Trust Company
Illinois
$3.89K
CCC
161
Chelsea Counsel Company
California
$3.13K
EWA
162
EverSource Wealth Advisors
Alabama
$2.84K
PA
163
Parallel Advisors
California
$2.76K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$2.76K +$2.83K +300 New
LFG
165
Larson Financial Group
Missouri
$2.42K -$101K -10,712 -98%
UB
166
UMB Bank
Missouri
$2.07K +$2.12K +225 New
AF
167
Allworth Financial
California
$828
Citigroup
168
Citigroup
New York
$46
HNB
169
Huntington National Bank
Ohio
$9 -$42.8K -4,533 -100%
DB
170
Danske Bank
Denmark
$9
MCM
171
MAI Capital Management
Ohio
$3 -$52K -5,511 Closed
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
-$2.3M -238,543 Closed
RA
173
Rockingstone Advisors
Massachusetts
-$1.8M -186,932 Closed
ACM
174
Arlington Capital Management
Illinois
-$1.23M -127,521 Closed
DWT
175
Dorsey & Whitney Trust
South Dakota
-$1.08M -112,410 Closed