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Finance of America Companies

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

674% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $3.56M

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

28% more funds holding

Funds holding: 4659 (+13)

16% more capital invested

Capital invested by funds: $136M → $158M (+$21.3M)

1.39% more ownership

Funds ownership: 59.76%61.15% (+1.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
59
Holders Change
+13
Holders Change %
+28.26%
% of All Funds
0.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$74.4M
CLG
2
Cooperman Leon G
$29.7M +$1.54M +73,225 +6%
BPCM
3
Beach Point Capital Management
California
$10.9M -$137K -6,492 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.85M +$625K +29,688 +8%
BlackRock
5
BlackRock
New York
$6.18M +$4.93M +234,415 +771%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19M +$1.15M +54,429 +66%
Morgan Stanley
7
Morgan Stanley
New York
$3.06M +$2.64M +125,334 +2,139%
BAM
8
Bastion Asset Management
Canada
$2.3M -$2.53M -120,028 -55%
RC
9
RBF Capital
California
$2.17M
American Century Companies
10
American Century Companies
Missouri
$2.07M +$55.5K +2,636 +3%
State Street
11
State Street
Massachusetts
$1.65M +$759K +36,092 +104%
BCM
12
Brigade Capital Management
New York
$1.32M
CI
13
Corient IA
Florida
$1.29M +$1.17M +55,500 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.03M +$319K +15,181 +52%
Bank of America
15
Bank of America
North Carolina
$984K +$774K +36,810 +682%
Northern Trust
16
Northern Trust
Illinois
$953K +$502K +23,881 +141%
UBS Group
17
UBS Group
Switzerland
$824K +$267K +12,673 +56%
IWC
18
Integrated Wealth Concepts
Massachusetts
$803K
Renaissance Technologies
19
Renaissance Technologies
New York
$779K -$518K -24,608 -42%
CFG
20
Citizens Financial Group
Rhode Island
$630K +$63.1K +3,000 +13%
Two Sigma Investments
21
Two Sigma Investments
New York
$611K +$551K +26,201 New
XT
22
XTX Topco
Cayman Islands
$403K -$54K -2,567 -13%
Charles Schwab
23
Charles Schwab
California
$393K +$354K +16,844 New
Citadel Advisors
24
Citadel Advisors
Florida
$350K +$263K +12,488 +497%
GCP
25
GSA Capital Partners
United Kingdom
$311K +$281K +13,357 New

FOA Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Finance of America Companies (FOA) for Q2 2025, worth a combined $158M — up 16% from $136M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FOA positions and 11 closed out — a net gain of 13 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $4.93M. The largest seller was Millennium Management, cutting an estimated $2.88M.

  • 59 institutional investors held Finance of America Companies (FOA) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $158M of Finance of America Companies stock for Q2 2025, up 16% quarter-over-quarter.
  • 24 funds opened new Finance of America Companies positions in Q2 2025 and 11 closed out, a net change of +13 holders.
  • The largest Finance of America Companies buyer in Q2 2025 was BlackRock, an estimated $4.93M added.
  • The largest Finance of America Companies seller in Q2 2025 was Millennium Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2025.