Finance of America Companies
FOA
72 hedge funds and large institutions have $160M invested in Finance of America Companies in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 9 closing their positions.
657% more call options, than puts
Call options by funds: $36M | Put options by funds: $4.75M
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
22% more funds holding
Funds holding: 59 → 72 (+13)
3.1% more ownership
Funds ownership: 61.15% → 64.25% (+3.1%)
1% more capital invested
Capital invested by funds: $158M → $160M (+$1.99M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.5M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$2.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.18M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$2M |
| 5 |
Two Sigma Investments
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
-$8.72M |
| 2 |
BAM
Bastion Asset Management
Montreal,
Canada
|
-$2.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.27M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$489K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$403K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$94.1K | -4,037 | Closed |
|
|
CM
77
Caption Management
Oklahoma City,
Oklahoma
| – | -$43.6K | -1,746 | Closed |
|
|
LFG
78
Larson Financial Group
St Louis,
Missouri
| – | -$36.7K | -1,574 | Closed |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11.7K | -500 | Closed |
|
80
Raymond James Financial
St Petersburg,
Florida
| – | -$10.6K | -453 | Closed |
|
81
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$100 | +4 | New |
|
FOA Hedge Fund Activity: Q3 2025 in Review
72 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q3 2025, worth a combined $160M — up 1.3% from $158M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FOA positions and 9 closed out — a net gain of 13 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $3.5M. The largest seller was Beach Point Capital Management, cutting an estimated $8.72M.
- 72 institutional investors held Finance of America Companies (FOA) as of Q3 2025, up from 59 in Q2 2025.
- Funds reported $160M of Finance of America Companies stock for Q3 2025, up 1.3% quarter-over-quarter.
- 22 funds opened new Finance of America Companies positions in Q3 2025 and 9 closed out, a net change of +13 holders.
- The largest Finance of America Companies buyer in Q3 2025 was Invesco, an estimated $3.5M added.
- The largest Finance of America Companies seller in Q3 2025 was Beach Point Capital Management, an estimated $8.72M sold.
Based on aggregated 13F filings for Q3 2025.