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Finance of America Companies

46 hedge funds and large institutions have $136M invested in Finance of America Companies in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
19
Reduced
8
Closed
4
Calls
$36.3M
Puts
$1.3M
Net Calls
+$35M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$361K -$1.53K -72 -0.4%
NL
27
NKCFO LLC
Illinois
$276K -$340K -16,000 -55%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$262K -$481K -22,644 -65%
Squarepoint
29
Squarepoint
New York
$250K +$250K +11,755 New
MCM
30
Massar Capital Management
Connecticut
$234K +$234K +11,000 New
RWM
31
Ritholtz Wealth Management
New York
$229K +$229K +10,792 New
Morgan Stanley
32
Morgan Stanley
New York
$125K +$35.4K +1,665 +40%
Bank of America
33
Bank of America
North Carolina
$115K +$65.8K +3,093 +134%
Citadel Advisors
34
Citadel Advisors
Florida
$53.4K -$20.1K -945 -27%
TRCT
35
Tower Research Capital (TRC)
New York
$21.7K +$21.7K +1,022 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$21.3K
LFG
37
Larson Financial Group
Missouri
$18.4K +$18.4K +866 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$9.53K +$43 +2 +0.4%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$5K +$5K +237 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5K +$5K +241 New
CIAM
41
Caitong International Asset Management
Hong Kong
$4.04K +$4.04K +190 New
Osaic Holdings
42
Osaic Holdings
Arizona
$3.3K +$3.3K +155 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.02K -$9.27K -436 -90%
FCMT
44
Founders Capital Management (Texas)
Texas
$425 +$425 +20 New
Citigroup
45
Citigroup
New York
$255 -$13.6K -639 -98%
FFA
46
Farther Finance Advisors
California
$21
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
-$1.05M -37,496 Closed
Stifel Financial
48
Stifel Financial
Missouri
-$204K -7,268 Closed
CC
49
Centiva Capital
New York
-$200K -7,128 Closed
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
-$52.2K -1,858 Closed