We are live on ! Find out more
NMFC icon

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
UBP
1
Union Bancaire Privee
Switzerland
$32M -$60.6K -6,420 -22%
LSV Asset Management
2
LSV Asset Management
Illinois
$27.5M +$3.33M +353,062 +13%
VanEck Associates
3
VanEck Associates
New York
$21.5M -$2.36M -250,684 -10%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.8M +$4.18M +443,016 +28%
Corient Private Wealth
5
Corient Private Wealth
Florida
$14.9M +$15.3M +1,617,764 New
UBS Group
6
UBS Group
Switzerland
$14.2M +$3.64M +385,891 +33%
RCM
7
Rivernorth Capital Management
Florida
$12.3M +$12.6M +1,338,277 New
Invesco
8
Invesco
Georgia
$11M -$278K -29,456 -2%
DCM
9
Dimension Capital Management
Florida
$10.6M +$159K +16,848 +1%
Morgan Stanley
10
Morgan Stanley
New York
$10.4M +$2.82M +298,892 +36%
Cerity Partners
11
Cerity Partners
New York
$9.6M -$9.71M -1,029,828 -50%
NPT
12
National Philanthropic Trust
Pennsylvania
$7.86M
MC
13
Muzinich & Co
New York
$7.82M +$1.68M +178,381 +27%
Legal & General Group
14
Legal & General Group
United Kingdom
$6.83M +$834K +88,441 +14%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$6.36M +$795K +84,233 +14%
BlackRock
16
BlackRock
New York
$6.33M -$73.1K -7,752 -1%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$5.98M +$3.2M +338,969 +109%
AM
18
Ares Management
California
$5.55M +$58.5K +6,204 +1%
Two Sigma Investments
19
Two Sigma Investments
New York
$5.4M +$1.34M +141,522 +32%
CEFA
20
Closed-End Fund Advisors
Virginia
$5.4M +$5.53M +586,070 New
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$5.19M +$779K +82,560 +17%
THC
22
Truffle Hound Capital
Maryland
$5.07M +$5.19M +550,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$4.77M -$25.4K -2,694 -0.5%
Franklin Resources
24
Franklin Resources
California
$4.19M -$37K -3,927 -0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.97M +$216K +22,873 +6%