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Finance of America Companies

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.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $3.56M

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

28% more funds holding

Funds holding: 4659 (+13)

16% more capital invested

Capital invested by funds: $136M → $158M (+$21.3M)

1.39% more ownership

Funds ownership: 59.76%61.15% (+1.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.78%
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
$27.5M
Puts
$3.56M
Net Calls
+$24M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$281K -$218K -10,342 -46%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$265K +$239K +11,370 New
Jane Street
28
Jane Street
New York
$256K -$185K -8,773 -44%
Group One Trading
29
Group One Trading
Illinois
$218K +$197K +9,345 New
Millennium Management
30
Millennium Management
New York
$207K -$2.88M -137,131 -94%
Barclays
31
Barclays
United Kingdom
$173K -$213K -10,109 -58%
PS
32
Principal Securities
Iowa
$147K +$133K +6,305 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$103K +$92.6K +4,400 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$102K +$91.8K +4,364 New
Deutsche Bank
35
Deutsche Bank
Germany
$94.1K +$84.9K +4,037 New
Simplex Trading
36
Simplex Trading
Illinois
$81K +$73.7K +3,502 New
Wells Fargo
37
Wells Fargo
California
$66.4K +$59.9K +2,848 New
A
38
AlphaQuest
New York
$63.9K +$57.6K +2,740 New
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$56.5K +$51K +2,424 New
JP Morgan Chase
40
JP Morgan Chase
New York
$48.9K +$43.1K +2,050 +4,271%
CM
41
Caption Management
Oklahoma
$40.7K +$36.7K +1,746 New
LFG
42
Larson Financial Group
Missouri
$36.7K +$14.9K +708 +82%
Citigroup
43
Citigroup
New York
$35K +$31.3K +1,488 +12,400%
PFSRSONJ
44
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.2K +$26.3K +1,251 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$19K +$12.6K +601 +249%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$11.9K +$1.32K +63 +14%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$11.7K -$10.5K -500 -50%
AIP
48
Ameritas Investment Partners
Nebraska
$10.6K +$9.53K +453 New
Raymond James Financial
49
Raymond James Financial
Florida
$10.6K +$9.53K +453 New
CIAM
50
Caitong International Asset Management
Hong Kong
$10.4K +$5.41K +257 +135%

FOA Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2025, worth a combined $158M — up 16% from $136M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FOA positions and 11 closed out — a net gain of 13 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $4.93M. The largest seller was Millennium Management, cutting an estimated $2.88M.

  • 59 institutional investors held Finance of America Companies (FOA) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $158M of Finance of America Companies stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Finance of America Companies positions in Q2 2025 and 11 closed out, a net change of +13 holders.
  • The largest Finance of America Companies buyer in Q2 2025 was BlackRock, an estimated $4.93M added.
  • The largest Finance of America Companies seller in Q2 2025 was Millennium Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.