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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
IWC
26
Integrated Wealth Concepts
Massachusetts
$420K +$523K +25,289 New
UBS Group
27
UBS Group
Switzerland
$402K -$234K -11,327 -32%
Citadel Advisors
28
Citadel Advisors
Florida
$397K +$494K +23,891 New
Goldman Sachs
29
Goldman Sachs
New York
$354K -$393K -18,997 -47%
First Trust Advisors
30
First Trust Advisors
Illinois
$286K +$108K +5,236 +44%
Charles Schwab
31
Charles Schwab
California
$258K -$56K -2,708 -15%
XT
32
XTX Topco
Cayman Islands
$236K +$14.5K +700 +5%
BCM
33
Bridgeway Capital Management
Texas
$225K +$103K +5,000 +59%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$215K -$1.33M -64,498 -83%
Simplex Trading
35
Simplex Trading
Illinois
$187K +$233K +11,268 New
N
36
Nuveen
North Carolina
$181K +$226K +10,916 New
Invesco
37
Invesco
Georgia
$167K +$208K +10,042 New
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$128K +$51.1K +2,473 +47%
CI
39
Corient IA
Florida
$125K +$155K +7,500 New
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.5K +$113K +5,450 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$64K -$5.95K -288 -7%
Deutsche Bank
42
Deutsche Bank
Germany
$62.1K
Group One Trading
43
Group One Trading
Illinois
$56.9K +$70.8K +3,426 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$56.4K
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$39.3K +$579 +28 +1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$30.1K +$19.5K +944 +108%
VGA
47
Vanguard Global Advisers
Pennsylvania
$28.4K +$35.4K +1,713 New
Wells Fargo
48
Wells Fargo
California
$28.2K -$82.7K -4,000 -70%
PFSRSONJ
49
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.8K
PEAK6
50
PEAK6
Illinois
$15.6K +$19.4K +937 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.