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Finance of America Companies

71 hedge funds and large institutions have $75.7M invested in Finance of America Companies in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $13M | Put options by funds: $2.2M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6% more funds holding

Funds holding: 6771 (+4)

21.17% less ownership

Funds ownership: 74.48%53.31% (-21%)

47% less capital invested

Capital invested by funds: $142M → $75.7M (-$66.6M)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
24
Reduced
18
Closed
17
Calls
$13M
Puts
$2.2M
Net Calls
+$10.8M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CLG
1
Cooperman Leon G
$21.3M +$579 +28 +0%
BPCM
2
Beach Point Capital Management
California
$15.4M +$2.86M +138,438 +18%
VCM
3
Vanguard Capital Management
Pennsylvania
$5.39M +$6.71M +324,822 New
BlackRock
4
BlackRock
New York
$4.79M -$154K -7,442 -3%
American Century Companies
5
American Century Companies
Missouri
$2.67M +$699K +33,811 +27%
BCM
6
Brigade Capital Management
New York
$2.61M +$1.55M +75,000 +91%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.92M -$370K -17,920 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.85M +$58.1K +2,810 +3%
PUI
9
Purpose Unlimited Inc
$1.83M +$289K +14,000 +15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.69M +$763K +36,929 +57%
RC
11
RBF Capital
California
$1.54M
Morgan Stanley
12
Morgan Stanley
New York
$1.41M -$563K -27,234 -24%
State Street
13
State Street
Massachusetts
$1.22M +$8.89K +430 +0.6%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$1.17M +$1.26M +60,813 +616%
PGCM
15
Prescott Group Capital Management
Oklahoma
$933K +$707K +34,206 +155%
Millennium Management
16
Millennium Management
New York
$825K -$84.9K -4,107 -8%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$723K +$900K +43,560 New
JP Morgan Chase
18
JP Morgan Chase
New York
$655K +$115K +5,546 +16%
Marshall Wace
19
Marshall Wace
United Kingdom
$619K -$1.05M -50,863 -58%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$584K +$727K +35,199 New
Northern Trust
21
Northern Trust
Illinois
$565K +$9.69K +469 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$461K -$37.4K -1,809 -6%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$457K +$209K +10,115 +58%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$432K -$51.7K -2,500 -9%
VPM
25
Vanguard Portfolio Management
Pennsylvania
$432K +$538K +26,016 New

FOA Hedge Fund Activity: Q1 2026 in Review

71 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q1 2026, worth a combined $75.7M — down 47% from $142M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FOA positions and 17 closed out — a net gain of 5 holders — while 24 added to existing stakes and 18 trimmed.

The largest buyer was Beach Point Capital Management, adding an estimated $2.86M. The largest seller was Blackstone Inc, exiting entirely with an estimated $38.6M sold.

  • 71 institutional investors held Finance of America Companies (FOA) as of Q1 2026, up from 67 in Q4 2025.
  • Funds reported $75.7M of Finance of America Companies stock for Q1 2026, down 47% quarter-over-quarter.
  • 22 funds opened new Finance of America Companies positions in Q1 2026 and 17 closed out, a net change of +5 holders.
  • The largest Finance of America Companies buyer in Q1 2026 was Beach Point Capital Management, an estimated $2.86M added.
  • The largest Finance of America Companies seller in Q1 2026 was Blackstone Inc, an estimated $38.6M sold.

Based on aggregated 13F filings for Q1 2026.