Finance of America Companies

FOA • NYSE

Finance of America Companies is a financial - credit services company in the financial services sector on NYSE, led by Graham A. Fleming, with a market cap of $184.7M. As of Q3 2025, 64% of shares are held by 72 institutional investors, with Blackstone Group L.P. as the largest holder at 28.81%.

Chief Executive OfficerGraham A. Fleming

Market Cap$184.7M

Financial - Credit Services

Financial Services

Employees922.0

Websitefinanceofamerica.com

Country

United States of America

Overview

Overview of institutional ownership in FOA as of Q3 2025 with a market cap of $248.5M

All Institutions

Institutions: 72
Value Held: $159.7M
Shares Held: 7.1M
Avg Position: $2.2M
Median Position: $296.1K

Hedge Funds

Hedge Funds: 12
Value Held: $11.4M
Shares Held: 510.2K
Avg Position: $953.7K
Median Position: $523.1K

Ownership Breakdown

Institutional (non-HF)

59.65%

$148.2M

Hedge Funds

4.61%

$11.4M

Retail & Other

35.75%

$88.8M

Based on market cap of $248.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FOA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Blackstone Group L.P. Institution	Jonathan D. Gray President	$71.6M 0.31% of portfolio	28.81% 3.2M shares	Q2 2021 Held for 4y 5m	$23.2B
C COOPERMAN LEON G Institution	-	$28.8M 0.90% of portfolio	11.61% 1.3M shares	Q2 2021 Held for 4y 5m	$3.2B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.4M 0.00% of portfolio	2.97% 328.7K shares	Q2 2021 Held for 4y 5m	$6.69T
B BlackRock, Inc. Institution	-	$6.2M 0.00% of portfolio	2.50% 277.2K shares	Q2 2021 Held for 4y 5m	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$4.1M 0.00% of portfolio	1.67% 184.5K shares	Q2 2021 Held for 4y 5m	$1.65T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$3.1M 0.00% of portfolio	1.27% 140.3K shares	Q3 2025 Held for 2 months	$633.08B
A AMERICAN CENTURY COMPANIES INC Institution	-	$2.7M 0.00% of portfolio	1.08% 120.2K shares	Q4 2024 Held for 11 months	$195.93B
Beach Point Capital Management LP Hedge Fund•Multi-Strategy	Carl Henry Goldsmith CEO	$2.7M 1.25% of portfolio	1.08% 120.1K shares	Q1 2025 Held for 8 months	$215.0M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$2.6M 0.00% of portfolio	1.06% 117.1K shares	Q2 2021 Held for 4y 5m	$1.57T
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$2.3M 0.00% of portfolio	0.92% 102.4K shares	Q2 2021 Held for 4y 5m	$122.08B

Net Capital Flow

Institutional buying and selling activity for FOA in Q3 2025

Traded: +$7.9M
Buyers: 46
Sellers: 22
Total Bought: +$21.1M
Total Sold: −$13.1M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
Invesco Ltd. ETF Provider	+$3.1M +140.3K shares	$3.1M 140.3K shares
Marshall Wace LLP Institution	+$2.1M +93.0K shares	$2.1M 93.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$2.0M +87.4K shares	$2.3M 102.4K shares
C CI Private Wealth, LLC RIA/Wealth	+$1.8M +80.0K shares	$1.8M 80.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.4M +62.7K shares	$2.0M 88.9K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	+$1.2M +54.4K shares	$1.2M 54.4K shares
MORGAN STANLEY RIA/Wealth	+$1.2M +53.3K shares	$4.1M 184.5K shares
JPMORGAN CHASE & CO Institution	+$854.5K +38.1K shares	$901.6K 40.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$709.7K +31.6K shares	$2.7M 120.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$552.7K +24.6K shares	$552.7K 24.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Beach Point Capital Management LP Hedge Fund•Multi-Strategy	−$7.8M −349.3K shares	$2.7M 120.1K shares
B Bastion Asset Management Inc. Institution	−$2.3M −99.4K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$1.1M −50.8K shares	$7.4M 328.7K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$439.1K −19.6K shares	$2.6M 117.1K shares
X XTX Topco Ltd Institution	−$402.6K −17.3K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$256.5K −11.0K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$207.2K −8.9K shares	Sold Off 0 shares
NORTHERN TRUST CORP Institution	−$128.4K −5.7K shares	$787.9K 35.1K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$94.1K −4.0K shares	Sold Off 0 shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	−$88.5K −3.9K shares	$211.1K 9.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FOA in Q3 2025

New Positions: 11
New Value: $5.4M
Exited Positions: 9
Exited Value: $3.4M

New Positions

Institution	Position Value
C CI Private Wealth, LLC RIA/Wealth	$1.8M 80.0K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	$1.2M 54.4K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$552.7K 24.6K shares
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	$493.5K 22.0K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$491.0K 21.9K shares
Toroso Investments, LLC ETF Provider	$304.3K 13.6K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$287.8K 12.8K shares
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL RIA/Wealth	$229.9K 10.3K shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	$8.4K 374.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$225.0 10.0 shares

Exited Positions

Institution	Previous Position
B Bastion Asset Management Inc. Institution	$2.3M 99.4K shares
X XTX Topco Ltd Institution	$402.6K 17.3K shares
J JANE STREET GROUP, LLC Institution	$256.5K 11.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$207.2K 8.9K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$94.1K 4.0K shares
Caption Management, LLC Hedge Fund•Long/Short	$40.7K 1.7K shares
Larson Financial Group LLC RIA/Wealth	$36.7K 1.6K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$11.7K 500.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$10.6K 453.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FOA as of Q3 2025

Call Positions: 8
Call Value: $32.6M
Put Positions: 4
Put Value: $2.9M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$10.7M 4.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.9M 4.4K contracts
Caption Management, LLC Hedge Fund•Long/Short	$4.9M 2.2K contracts
R ROYAL BANK OF CANADA Institution	$2.8M 1.2K contracts
P PEAK6 LLC Institution	$1.6M 732.0 contracts
D D. E. Shaw & Co., Inc. Institution	$1.1M 474.0 contracts
WELLS FARGO & COMPANY/MN Institution	$926.4K 413.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$735.7K 328.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.4M 644.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$681.9K 304.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$471.0K 210.0 contracts
J JANE STREET GROUP, LLC Institution	$266.9K 119.0 contracts

Most Committed Institutions

Institutions with FOA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Corient IA LLC Fund of Funds	Francisco Tobias Marin CFO	1.40% $1.8M	0.72% 80.0K shares	Q2 2025 Held for 5 months	$128.0M
BRIGADE CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy	Raymond (Nmn) Luis President	1.28% $1.3M	0.51% 57.0K shares	Q4 2024 Held for 11 months	$100.1M
Beach Point Capital Management LP Hedge Fund•Multi-Strategy	Carl Henry Goldsmith CEO	1.25% $2.7M	1.08% 120.1K shares	Q1 2025 Held for 8 months	$215.0M
C COOPERMAN LEON G Institution	-	0.90% $28.8M	11.61% 1.3M shares	Q2 2021 Held for 4y 5m	$3.2B
Blackstone Group L.P. Institution	Jonathan D. Gray President	0.31% $71.6M	28.81% 3.2M shares	Q2 2021 Held for 4y 5m	$23.2B
R RBF Capital, LLC Institution	-	0.10% $2.1M	0.84% 93.0K shares	Q2 2024 Held for 1y 5m	$2.2B
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Matthew Nicholas Dunham President	0.05% $493.5K	0.20% 22.0K shares	Q3 2025 Held for 2 months	$948.6M
NFJ INVESTMENT GROUP, LLC Long Only Manager	George Robert Aylward CEO	0.04% $1.2M	0.49% 54.4K shares	Q3 2025 Held for 2 months	$2.9B
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL RIA/Wealth	Adam Savitz Strauss CEO	0.02% $229.9K	0.09% 10.3K shares	Q3 2025 Held for 2 months	$986.9M
Caitong International Asset Management Co., Ltd RIA/Wealth	Dusan Thomas Zachystal CEO	0.02% $28.5K	0.01% 1.3K shares	Q1 2025 Held for 8 months	$144.7M

Hedge Fund Spotlight

Discover hedge funds investing in FOA

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Finance of America Companies

Market Value: $2.0M
Shares Held: 88.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%