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Finance of America Companies

67 hedge funds and large institutions have $142M invested in Finance of America Companies in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,195% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $247K

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

10.22% more ownership

Funds ownership: 64.25%74.48% (+10%)

7% less funds holding

Funds holding: 7267 (-5)

11% less capital invested

Capital invested by funds: $160M → $142M (-$17.4M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
25
Reduced
15
Closed
19
Calls
$30.4M
Puts
$247K
Net Calls
+$30.1M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$801K +$255K +11,181 +51%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$716K +$418K +18,337 +163%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$691K +$358K +15,719 +123%
HF
29
HRT Financial
New York
$644K +$325K +14,252 +115%
CFG
30
Citizens Financial Group
Rhode Island
$605K -$79.7K -3,500 -12%
PGCM
31
Prescott Group Capital Management
Oklahoma
$533K
Charles Schwab
32
Charles Schwab
California
$442K +$31.8K +1,397 +8%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$421K +$396K +17,393 New
XT
34
XTX Topco
Cayman Islands
$327K +$308K +13,517 New
First Trust Advisors
35
First Trust Advisors
Illinois
$290K -$101K -4,431 -27%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$239K +$225K +9,866 New
BCM
37
Bridgeway Capital Management
Texas
$207K +$195K +8,544 New
PIP
38
Palisades Investment Partners
California
$201K +$189K +8,311 New
Verition Fund Management
39
Verition Fund Management
Connecticut
$201K +$189K +8,311 New
Barclays
40
Barclays
United Kingdom
$191K +$34.7K +1,525 +24%
Bank of America
41
Bank of America
North Carolina
$167K -$786K -34,520 -83%
Wells Fargo
42
Wells Fargo
California
$138K +$52.2K +2,293 +67%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$113K +$119K +5,230 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$100K -$7.88K -346 -8%
Deutsche Bank
45
Deutsche Bank
Germany
$90.6K +$85.2K +3,741 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$82.3K
CIAM
47
Caitong International Asset Management
Hong Kong
$80K +$46.3K +2,035 +160%
A
48
AlphaQuest
New York
$68.7K
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$56.6K +$3.87K +170 +8%
TRCT
50
Tower Research Capital (TRC)
New York
$53.2K +$30.4K +1,336 +155%

FOA Hedge Fund Activity: Q4 2025 in Review

67 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q4 2025, worth a combined $142M — down 11% from $160M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FOA and 15 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 25 added.

The largest buyer was Beach Point Capital Management, adding an estimated $15.2M. The largest seller was Blackstone Inc, cutting an estimated $36.3M.

  • 67 institutional investors held Finance of America Companies (FOA) as of Q4 2025, down from 72 in Q3 2025.
  • Funds reported $142M of Finance of America Companies stock for Q4 2025, down 11% quarter-over-quarter.
  • 15 funds opened new Finance of America Companies positions in Q4 2025 and 19 closed out, a net change of -4 holders.
  • The largest Finance of America Companies buyer in Q4 2025 was Beach Point Capital Management, an estimated $15.2M added.
  • The largest Finance of America Companies seller in Q4 2025 was Blackstone Inc, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2025.