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Finance of America Companies
FOA

Overview Fund Activity

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.

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.79%
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
$18.8M
Puts
$2.42M
Net Calls
+$16.4M
Net Calls Change
-$18.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$6.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.06M
3
CLG
3
Cooperman Leon G
$29.7M
4
CI
4
Corient IA
Florida
$1.29M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.19M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$207K
2
BAM
2
Bastion Asset Management
Canada
$2.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$779K
4
HF
4
HRT Financial
New York
$0
5
OAC
5
OMERS Administration Corp
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$9.4K 403 +403 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$6.46K 277 +277 New
AB
53
Amalgamated Bank
New York
$4K 152 +152 New
TRCT
54
Tower Research Capital (TRC)
New York
$3.5K 150 -872 -85%
SCM
55
Sterling Capital Management
North Carolina
$2.8K 120 +120 New
PWA
56
Physician Wealth Advisors
Utah
$1.07K 46 +46 New
FFO
57
Fortitude Family Office
Arizona
$536 23 +23 New
FCMT
58
Founders Capital Management (Texas)
Texas
$466 20 – –
FFA
59
Farther Finance Advisors
California
$23 1 – –
HF
60
HRT Financial
New York
– – -26,215 Closed
OAC
61
OMERS Administration Corp
Ontario, Canada
– – -23,400 Closed
Marshall Wace
62
Marshall Wace
United Kingdom
– – -21,080 Closed
OSAM
63
O'Shaughnessy Asset Management
Connecticut
– – -19,838 Closed
NL
64
NKCFO LLC
Illinois
– – -13,000 Closed
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
– – -12,345 Closed
Squarepoint
66
Squarepoint
New York
– – -11,755 Closed
MCM
67
Massar Capital Management
Connecticut
– – -11,000 Closed
RWM
68
Ritholtz Wealth Management
New York
– – -10,792 Closed
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
– – -237 Closed
Osaic Holdings
70
Osaic Holdings
Arizona
– – -155 Closed
PEAK6
71
PEAK6
Illinois
– – – –
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
– – – –
IMC Chicago
73
IMC Chicago
Illinois
– – – –
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