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Finance of America Companies
FOA

Overview Fund Activity

59 hedge funds and large institutions have $158M invested in Finance of America Companies in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
19
Reduced
10
Closed
11
Calls
$18.8M
Puts
$2.42M
Net Calls
+$16.4M
Net Calls Change
-$18.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.06M
3
CLG
3
Cooperman Leon G
$29.7M
4
CI
4
Corient IA
Florida
$1.29M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.19M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$207K
2
BAM
2
Bastion Asset Management
Canada
$2.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$779K
4
HF
4
HRT Financial
New York
$0
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Blackstone Inc
1
Blackstone Inc
New York
$74.4M 3,192,284 – –
CLG
2
Cooperman Leon G
$29.7M 1,275,412 +73,225 +6%
BPCM
3
Beach Point Capital Management
California
$10.9M 469,390 -6,492 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.85M 379,471 +29,688 +8%
BlackRock
5
BlackRock
New York
$6.18M 264,806 +234,415 +771%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19M 136,672 +54,429 +66%
Morgan Stanley
7
Morgan Stanley
New York
$3.06M 131,194 +125,334 +2,139%
BAM
8
Bastion Asset Management
Canada
$2.3M 99,351 -120,028 -55%
RC
9
RBF Capital
California
$2.17M 93,000 – –
American Century Companies
10
American Century Companies
Missouri
$2.07M 88,554 +2,636 +3%
State Street
11
State Street
Massachusetts
$1.65M 70,672 +36,092 +104%
BCM
12
Brigade Capital Management
New York
$1.32M 57,000 – –
CI
13
Corient IA
Florida
$1.29M 55,500 +55,500 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.03M 44,136 +15,181 +52%
Bank of America
15
Bank of America
North Carolina
$984K 42,209 +36,810 +682%
Northern Trust
16
Northern Trust
Illinois
$953K 40,850 +23,881 +141%
UBS Group
17
UBS Group
Switzerland
$824K 35,316 +12,673 +56%
IWC
18
Integrated Wealth Concepts
Massachusetts
$803K 34,429 – –
Renaissance Technologies
19
Renaissance Technologies
New York
$779K 33,387 -24,608 -42%
CFG
20
Citizens Financial Group
Rhode Island
$630K 27,000 +3,000 +13%
Two Sigma Investments
21
Two Sigma Investments
New York
$611K 26,201 +26,201 New
XT
22
XTX Topco
Cayman Islands
$403K 17,263 -2,567 -13%
Charles Schwab
23
Charles Schwab
California
$393K 16,844 +16,844 New
Citadel Advisors
24
Citadel Advisors
Florida
$350K 15,000 +12,488 +497%
GCP
25
GSA Capital Partners
United Kingdom
$311K 13,357 +13,357 New
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