Finance of America Companies
FOA
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.
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: 1 → 2 (+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: 67 → 71 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$2.86M |
| 2 |
BCM
Brigade Capital Management
New York
|
+$1.55M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$900K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$38.6M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.33M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$1.26M |
| 4 |
Lazard Asset Management
New York
|
-$1.15M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Squarepoint
New York
| – | -$817K | -33,749 | Closed |
|
77
Two Sigma Advisers
New York
| – | -$801K | -33,073 | Closed |
|
|
HF
78
HRT Financial
New York
| – | -$644K | -26,612 | Closed |
|
|
CFG
79
Citizens Financial Group
Providence,
Rhode Island
| – | -$605K | -25,000 | Closed |
|
|
PIP
80
Palisades Investment Partners
Santa Monica,
California
| – | -$201K | -8,311 | Closed |
|
81
Verition Fund Management
Greenwich,
Connecticut
| – | -$201K | -8,311 | Closed |
|
82
Bank of America
Charlotte,
North Carolina
| – | -$167K | -6,916 | Closed |
|
|
CIAM
83
Caitong International Asset Management
Hong Kong
| – | -$80K | -3,304 | Closed |
|
|
A
84
AlphaQuest
New York
| – | -$68.7K | -2,837 | Closed |
|
|
DT
85
DV Trading
Chicago,
Illinois
| – | -$9.68K | -400 | Closed |
|
|
AB
86
Amalgamated Bank
New York
| – | -$4K | -160 | Closed |
|
|
PWA
87
Physician Wealth Advisors
Midvale,
Utah
| – | -$1.11K | -46 | Closed |
|
|
FCMT
88
Founders Capital Management (Texas)
Houston,
Texas
| – | -$484 | -20 | 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.