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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
PFSRSONJ
51
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.3K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$21.1K -$34.6K -1,520 -64%
AIP
53
Ameritas Investment Partners
Nebraska
$11K
Legal & General Group
54
Legal & General Group
United Kingdom
$9.76K
DT
55
DV Trading
Illinois
$9.68K +$9.11K +400 New
Citigroup
56
Citigroup
New York
$9.39K +$7.01K +308 +385%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$9K -$69.8K -3,064 -89%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$7.58K +$820 +36 +13%
SCM
59
Sterling Capital Management
North Carolina
$7.41K
AB
60
Amalgamated Bank
New York
$4K +$182 +8 +5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +88 +2,200%
PWA
62
Physician Wealth Advisors
Utah
$1.11K
FCMT
63
Founders Capital Management (Texas)
Texas
$484
AF
64
Allworth Financial
California
$122 +$91 +4 +400%
FFA
65
Farther Finance Advisors
California
$24
EP
66
Essential Partners
California
$24 +$23 +1 New
IA
67
IFP Advisors
Florida
$24 +$23 +1 New
Invesco
68
Invesco
Georgia
-$3.15M -140,297 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$2.33M -102,394 Closed
CI
70
Corient IA
Florida
-$1.79M -80,000 Closed
Corient Private Wealth
71
Corient Private Wealth
Florida
-$1.79M -80,000 Closed
IWC
72
Integrated Wealth Concepts
Massachusetts
-$764K -34,055 Closed
Renaissance Technologies
73
Renaissance Technologies
New York
-$679K -30,287 Closed
Simplex Trading
74
Simplex Trading
Illinois
-$569K -24,974 Closed
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
-$553K -24,641 Closed

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.