FOA icon

Finance of America Companies

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
19
Reduced
8
Closed
4
Calls
$36.3M
Puts
$1.3M
Net Calls
+$35M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Blackstone Inc
1
Blackstone Inc
New York
$67.9M
CLG
2
Cooperman Leon G
$25.6M +$2.57M +120,692 +11%
BPCM
3
Beach Point Capital Management
California
$10.1M +$10.1M +475,882 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.44M +$1.34M +63,159 +22%
BAM
5
Bastion Asset Management
Canada
$4.92M +$727K +32,389 +17%
Millennium Management
6
Millennium Management
New York
$3.1M +$2.05M +96,599 +195%
RC
7
RBF Capital
California
$1.98M
American Century Companies
8
American Century Companies
Missouri
$1.83M +$1.24M +58,156 +209%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.75M +$66.4K +3,120 +4%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.23M -$670K -31,500 -35%
BCM
11
Brigade Capital Management
New York
$1.21M
State Street
12
State Street
Massachusetts
$735K +$115K +5,400 +19%
IWC
13
Integrated Wealth Concepts
Massachusetts
$732K +$256K +12,029 +54%
BlackRock
14
BlackRock
New York
$646K +$53K +2,494 +9%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$616K +$616K +28,955 New
HF
16
HRT Financial
New York
$557K +$557K +26,215 New
CFG
17
Citizens Financial Group
Rhode Island
$510K +$85K +4,000 +20%
OAC
18
OMERS Administration Corp
Ontario, Canada
$497K +$257K +12,100 +107%
UBS Group
19
UBS Group
Switzerland
$481K +$395K +18,598 +460%
Goldman Sachs
20
Goldman Sachs
New York
$476K -$170K -7,973 -26%
Marshall Wace
21
Marshall Wace
United Kingdom
$448K +$239K +11,236 +114%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$422K +$143K +6,716 +51%
XT
23
XTX Topco
Cayman Islands
$422K +$260K +12,243 +161%
Jane Street
24
Jane Street
New York
$420K +$420K +19,772 New
Barclays
25
Barclays
United Kingdom
$372K +$425 +20 +0.1%