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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
Macquarie Group
176
Macquarie Group
Australia
-$919K -95,300 Closed
EAM
177
Everstar Asset Management
North Carolina
-$793K -82,310 Closed
EIP
178
Epoch Investment Partners
New York
-$707K -73,315 Closed
Acadian Asset Management
179
Acadian Asset Management
Massachusetts
-$685K -71,170 Closed
BHCM
180
Brevan Howard Capital Management
Jersey
-$437K -45,295 Closed
KCFA
181
Key Client Fiduciary Advisors
New Jersey
-$391K -40,611 Closed
Marshall Wace
182
Marshall Wace
United Kingdom
-$311K -32,273 Closed
ZIG
183
Zuckerman Investment Group
Illinois
-$241K -25,000 Closed
SEI Investments
184
SEI Investments
Pennsylvania
-$231K -24,003 Closed
BA
185
Bard Associates
Illinois
-$212K -21,996 Closed
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
-$187K -20,061 Closed
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
-$186K -19,267 Closed
SMH
188
Sanders Morris Harris
Texas
-$158K -16,375 Closed
Truist Financial
189
Truist Financial
North Carolina
-$152K -15,791 Closed
VT
190
Vise Technologies
New York
-$149K -15,408 Closed
BCA
191
Bay Colony Advisors
Massachusetts
-$116K -12,038 Closed
CCG
192
Catalina Capital Group
California
-$108K -11,220 Closed
SG Americas Securities
193
SG Americas Securities
New York
-$108K -11,216 Closed
UCFA
194
United Capital Financial Advisors
Texas
-$97.1K -10,076 Closed
ASN
195
Advisory Services Network
Georgia
-$65.1K -6,757 Closed
US Bancorp
196
US Bancorp
Minnesota
-$48.2K -5,000 Closed
CT
197
Clearstead Trust
Maine
-$40K -4,145 Closed
PS
198
Principal Securities
Iowa
-$9.68K -1,004 Closed
Barclays
199
Barclays
United Kingdom
-$96 -10 Closed