Finance of America Companies
FOA
46 hedge funds and large institutions have $136M invested in Finance of America Companies in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.
2,698% more call options, than puts
Call options by funds: $36.3M | Put options by funds: $1.3M
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more funds holding
Funds holding: 36 → 46 (+10)
4.54% more ownership
Funds ownership: 55.22% → 59.76% (+4.5%)
11% less capital invested
Capital invested by funds: $154M → $136M (-$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$11.6M |
| 2 |
CLG
Cooperman Leon G
|
+$2.95M |
| 3 |
Millennium Management
New York
|
+$2.36M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.54M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.05M |
| 2 |
Renaissance Technologies
New York
|
-$770K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$554K |
| 4 |
NL
NKCFO LLC
Geneva,
Illinois
|
-$391K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$204K |
FOA Hedge Fund Activity: Q1 2025 in Review
46 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q1 2025, worth a combined $136M — down 11% from $154M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FOA positions and 4 closed out — a net gain of 10 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $11.6M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $1.05M sold.
- 46 institutional investors held Finance of America Companies (FOA) as of Q1 2025, up from 36 in Q4 2024.
- Funds reported $136M of Finance of America Companies stock for Q1 2025, down 11% quarter-over-quarter.
- 14 funds opened new Finance of America Companies positions in Q1 2025 and 4 closed out, a net change of +10 holders.
- The largest Finance of America Companies buyer in Q1 2025 was Beach Point Capital Management, an estimated $11.6M added.
- The largest Finance of America Companies seller in Q1 2025 was Qube Research & Technologies (QRT), an estimated $1.05M sold.
Based on aggregated 13F filings for Q1 2025.