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Finance of America Companies

65 hedge funds and large institutions have $140M invested in Finance of America Companies in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $160M → $140M (-$19.7M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
65
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
$30.4M
Puts
$247K
Net Calls
Net Calls Change

Top Buyers

1 +$15.2M
2 +$1.73M
3 +$1.23M
4
Lazard Asset Management
Lazard Asset Management
New York
+$1.08M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.01M

Top Sellers

1 -$36.3M
2 -$3.52M
3 -$3.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.33M
5
CI
Corient IA
Florida
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$716K
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$691K
HF
28
HRT Financial
New York
$644K
CFG
29
Citizens Financial Group
Rhode Island
$605K
PGCM
30
Prescott Group Capital Management
Oklahoma
$533K
Charles Schwab
31
Charles Schwab
California
$442K
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$421K
XT
33
XTX Topco
Cayman Islands
$327K
First Trust Advisors
34
First Trust Advisors
Illinois
$290K
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$239K
BCM
36
Bridgeway Capital Management
Texas
$207K
PIP
37
Palisades Investment Partners
California
$201K
Verition Fund Management
38
Verition Fund Management
Connecticut
$201K
Barclays
39
Barclays
United Kingdom
$191K
Bank of America
40
Bank of America
North Carolina
$167K
Wells Fargo
41
Wells Fargo
California
$138K
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$113K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$100K
Deutsche Bank
44
Deutsche Bank
Germany
$90.6K
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$82.3K
CIAM
46
Caitong International Asset Management
Hong Kong
$80K
A
47
AlphaQuest
New York
$68.7K
Mirae Asset Global ETFs Holdings
48
Mirae Asset Global ETFs Holdings
Hong Kong
$56.6K
TRCT
49
Tower Research Capital (TRC)
New York
$53.2K
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.3K