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Finance of America Companies
FOA

Overview Fund Activity

59 hedge funds and large institutions have $158M invested in Finance of America Companies in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
19
Reduced
10
Closed
11
Calls
$27.5M
Puts
$3.56M
Net Calls
+$24M
Net Calls Change
-$11.1M

Top Buyers

1
BlackRock
BlackRock
New York
$6.18M
2
Morgan Stanley
Morgan Stanley
New York
$3.06M
3
CLG
Cooperman Leon G
$29.7M
4
CI
Corient IA
Florida
$1.29M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$3.19M

Top Sellers

1
Millennium Management
Millennium Management
New York
$207K
2
BAM
Bastion Asset Management
Canada
$2.3M
3
Renaissance Technologies
Renaissance Technologies
New York
$779K
4
HF
HRT Financial
New York
$0
5
OAC
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Blackstone Inc
1
Blackstone Inc
New York
$74.4M – – –
CLG
2
Cooperman Leon G
$29.7M +$1.71M +73,225 +6%
BPCM
3
Beach Point Capital Management
California
$10.9M -$151K -6,492 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.85M +$692K +29,688 +8%
BlackRock
5
BlackRock
New York
$6.18M +$5.47M +234,415 +771%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19M +$1.27M +54,429 +66%
Morgan Stanley
7
Morgan Stanley
New York
$3.06M +$2.92M +125,334 +2,139%
BAM
8
Bastion Asset Management
Canada
$2.3M -$2.78M -120,028 -55%
RC
9
RBF Capital
California
$2.17M – – –
American Century Companies
10
American Century Companies
Missouri
$2.07M +$61.5K +2,636 +3%
State Street
11
State Street
Massachusetts
$1.65M +$842K +36,092 +104%
BCM
12
Brigade Capital Management
New York
$1.32M – – –
CI
13
Corient IA
Florida
$1.29M +$1.29M +55,500 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.03M +$354K +15,181 +52%
Bank of America
15
Bank of America
North Carolina
$984K +$858K +36,810 +682%
Northern Trust
16
Northern Trust
Illinois
$953K +$557K +23,881 +141%
UBS Group
17
UBS Group
Switzerland
$824K +$296K +12,673 +56%
IWC
18
Integrated Wealth Concepts
Massachusetts
$803K – – –
Renaissance Technologies
19
Renaissance Technologies
New York
$779K -$574K -24,608 -42%
CFG
20
Citizens Financial Group
Rhode Island
$630K +$70K +3,000 +13%
Two Sigma Investments
21
Two Sigma Investments
New York
$611K +$611K +26,201 New
XT
22
XTX Topco
Cayman Islands
$403K -$59.9K -2,567 -13%
Charles Schwab
23
Charles Schwab
California
$393K +$393K +16,844 New
Citadel Advisors
24
Citadel Advisors
Florida
$350K +$291K +12,488 +497%
GCP
25
GSA Capital Partners
United Kingdom
$311K +$311K +13,357 New
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