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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
Legal & General Group
51
Legal & General Group
United Kingdom
$9.4K +$8.48K +403 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$6.46K +$5.83K +277 New
AB
53
Amalgamated Bank
New York
$4K +$3.2K +152 New
TRCT
54
Tower Research Capital (TRC)
New York
$3.5K -$18.3K -872 -85%
SCM
55
Sterling Capital Management
North Carolina
$2.8K +$2.52K +120 New
PWA
56
Physician Wealth Advisors
Utah
$1.07K +$968 +46 New
FFO
57
Fortitude Family Office
Arizona
$536 +$484 +23 New
FCMT
58
Founders Capital Management (Texas)
Texas
$466
FFA
59
Farther Finance Advisors
California
$23
HF
60
HRT Financial
New York
-$557K -26,215 Closed
OAC
61
OMERS Administration Corp
Ontario, Canada
-$497K -23,400 Closed
Marshall Wace
62
Marshall Wace
United Kingdom
-$448K -21,080 Closed
OSAM
63
O'Shaughnessy Asset Management
Connecticut
-$422K -19,838 Closed
NL
64
NKCFO LLC
Illinois
-$276K -13,000 Closed
Arrowstreet Capital
65
Arrowstreet Capital
Massachusetts
-$262K -12,345 Closed
Squarepoint
66
Squarepoint
New York
-$250K -11,755 Closed
MCM
67
Massar Capital Management
Connecticut
-$234K -11,000 Closed
RWM
68
Ritholtz Wealth Management
New York
-$229K -10,792 Closed
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
-$5K -237 Closed
Osaic Holdings
70
Osaic Holdings
Arizona
-$3.29K -155 Closed

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.