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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
Citigroup
51
Citigroup
New York
$13.4K +$8.72K +422 +109%
TRCT
52
Tower Research Capital (TRC)
New York
$12.6K -$29.7K -1,435 -65%
Barclays
53
Barclays
United Kingdom
$11K -$150K -7,243 -92%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$9K +$4.13K +200 +55%
AIP
55
Ameritas Investment Partners
Nebraska
$7.52K
Legal & General Group
56
Legal & General Group
United Kingdom
$6.69K
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$4.57K -$785 -38 -12%
SCM
58
Sterling Capital Management
North Carolina
$2.47K -$3.25K -157 -51%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.41K -$145 -7 -8%
EP
60
Essential Partners
California
$681 +$827 +40 +4,000%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$481 +$599 +29 New
Jones Financial Companies
62
Jones Financial Companies
Missouri
$376 +$475 +23 New
RFP
63
Root Financial Partners
California
$365 +$455 +22 New
AF
64
Allworth Financial
California
$233 +$186 +9 +180%
MCM
65
MAI Capital Management
Ohio
$216 +$269 +13 New
ASN
66
Advisory Services Network
Georgia
$50 +$62 +3 New
EWA
67
EverSource Wealth Advisors
Alabama
$50 +$62 +3 New
TFA
68
Transamerica Financial Advisors
Florida
$49 +$62 +3 New
FFA
69
Farther Finance Advisors
California
$34 +$21 +1 +100%
IA
70
IFP Advisors
Florida
$17
RIL
71
Rothschild Investment LLC
Illinois
$17 +$21 +1 New
Blackstone Inc
72
Blackstone Inc
New York
-$38.6M -1,596,142 Closed
NIG
73
NFJ Investment Group
Texas
-$1.26M -52,137 Closed
Lazard Asset Management
74
Lazard Asset Management
New York
-$1.15M -47,364 Closed
Jane Street
75
Jane Street
New York
-$720K -34,855 Closed

FOA Hedge Fund Activity: Q1 2026 in Review

71 of the 8,127 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.