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Finance of America Companies

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.

New
Increased
Maintained
Reduced
Closed

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: 7267 (-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: 21 (-1)

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
25
Reduced
15
Closed
19
Calls
$30.4M
Puts
$247K
Net Calls
+$30.1M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$38.6M -$36.3M -1,596,142 -50%
CLG
2
Cooperman Leon G
$31.1M
BPCM
3
Beach Point Capital Management
California
$19.1M +$15.2M +669,336 +557%
BlackRock
4
BlackRock
New York
$7.16M +$422K +18,542 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.21M -$3.52M -154,619 -47%
Two Sigma Investments
6
Two Sigma Investments
New York
$3.23M +$1.01M +44,476 +50%
American Century Companies
7
American Century Companies
Missouri
$3.07M +$150K +6,593 +5%
Morgan Stanley
8
Morgan Stanley
New York
$2.71M -$1.65M -72,444 -39%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.63M -$198K -8,687 -7%
PUI
10
Purpose Unlimited Inc
$2.32M +$2.19M +96,021 New
RC
11
RBF Capital
California
$2.25M
Marshall Wace
12
Marshall Wace
United Kingdom
$2.13M -$111K -4,855 -5%
BCM
13
Brigade Capital Management
New York
$1.99M +$569K +25,000 +44%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$1.87M +$1.73M +76,147 +5,866%
State Street
15
State Street
Massachusetts
$1.77M -$117K -5,141 -7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.58M +$362K +15,914 +32%
Millennium Management
17
Millennium Management
New York
$1.3M +$1.23M +53,814 New
NIG
18
NFJ Investment Group
Texas
$1.26M -$52.5K -2,307 -4%
Lazard Asset Management
19
Lazard Asset Management
New York
$1.15M +$1.08M +47,364 New
Goldman Sachs
20
Goldman Sachs
New York
$977K +$297K +13,033 +48%
UBS Group
21
UBS Group
Switzerland
$861K +$10.2K +448 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$853K -$113K -4,959 -12%
Jane Street
23
Jane Street
New York
$844K +$794K +34,855 New
Squarepoint
24
Squarepoint
New York
$817K +$286K +12,560 +59%
Northern Trust
25
Northern Trust
Illinois
$813K -$35.6K -1,564 -4%

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.