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New Mountain Finance

169 hedge funds and large institutions have $342M 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
Holders
169
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 +$15.3M
2 +$12.6M
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
Comerica Bank
151
Comerica Bank
Texas
$10.1K
FHC
152
First Horizon Corporation
Tennessee
$9.21K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$8K
POIA
154
Pin Oak Investment Advisors
Texas
$8K
FHA
155
Flagship Harbor Advisors
Massachusetts
$6K
N
156
Natixis
France
$4.89K
NFSG
157
Newbridge Financial Services Group
Florida
$4.47K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$4.03K
BTC
159
Bank & Trust Company
Illinois
$3.89K
CCC
160
Chelsea Counsel Company
California
$3.13K
EWA
161
EverSource Wealth Advisors
Alabama
$2.84K
PA
162
Parallel Advisors
California
$2.76K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$2.76K
LFG
164
Larson Financial Group
Missouri
$2.42K
UB
165
UMB Bank
Missouri
$2.07K
AF
166
Allworth Financial
California
$828
Citigroup
167
Citigroup
New York
$46
HNB
168
Huntington National Bank
Ohio
$9
DB
169
Danske Bank
Denmark
$9
MCM
170
MAI Capital Management
Ohio
$3
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
RA
172
Rockingstone Advisors
Massachusetts
ACM
173
Arlington Capital Management
Illinois
DWT
174
Dorsey & Whitney Trust
South Dakota
Macquarie Group
175
Macquarie Group
Australia