Finance of America Companies
FOA
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.
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: 72 → 67 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$15.2M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.73M |
| 3 |
Millennium Management
New York
|
+$1.23M |
| 4 |
Lazard Asset Management
New York
|
+$1.08M |
| 5 |
Two Sigma Investments
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$36.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.52M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.15M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.33M |
| 5 |
CI
Corient IA
Miami,
Florida
|
-$1.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
76
Tidal Investments
Milwaukee,
Wisconsin
| – | -$304K | -13,567 | Closed |
|
77
Group One Trading
Chicago,
Illinois
| – | -$265K | -11,656 | Closed |
|
|
PHS
78
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$230K | -10,250 | Closed |
|
|
QT
79
Quantbot Technologies
New York
| – | -$215K | -9,599 | Closed |
|
|
GCP
80
GSA Capital Partners
London,
United Kingdom
| – | -$211K | -9,412 | Closed |
|
|
PS
81
Principal Securities
Des Moines,
Iowa
| – | -$173K | -7,700 | Closed |
|
82
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$8.39K | -374 | Closed |
|
83
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$1.57K | -70 | Closed |
|
|
FFO
84
Fortitude Family Office
Scottsdale,
Arizona
| – | -$516 | -23 | Closed |
|
|
AAP
85
Arax Advisory Partners
Denver,
Colorado
| – | -$359 | -16 | Closed |
|
|
FC
86
Financial Consulate
Hunt Valley,
Maryland
| – | -$225 | -10 | 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.