FOA Institutional Ownership
Who owns Finance of America Companies Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 77 funds reported holding FOA at Jun 30, 2026.
- ▲44 buying vs 32 selling
- ▲Shares held by funds +5.3%
- ▲Funds holding +6
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 77 | 71 | +8.5% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 4.8M | 4.6M | +5.3% |
| Held by funds | – | – | – |
| New positions | 18 | 18 | 0.0% |
| Increased | 26 | 23 | +13.0% |
| Reduced | 21 | 19 | +10.5% |
| Sold out | 11 | 17 | −35.3% |
| Calls (shares) | 0 | 226K | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in FOA
All superinvestors →
Who owns FOA
share of fund held shares- Index and passive funds21.6%
- Active managers and hedge funds71.9%
- Banks and brokers5.6%
- Pensions, insurers and other1.0%
The top 10 holders own 77.4% of all FOA shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
14 funds changed their position- Beach Point Capital Management LPTrimmed−36K sh
- State of WyomingSold out−7,737 sh
- Prescott Group Capital Management, L.L.C.Added+10K sh
- Fortitude Family Office, LLCAdded+1,154 sh
- GAMMA Investing LLCNew+93 sh
🔒 Free account: see all 14.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Cooperman Leon G | – | 1.3M | $35.4M | 0 |
| 2 | Beach Point Capital Management LP | – | 928K | $25.5M | 0 |
| 3 | BlackRock, Inc. | – | 304K | $8.4M | +16K |
| 4 | Vanguard Capital Management LLC | – | 281K | $7.7M | −44K |
| 5 | Brigade Capital Management, LP | – | 280K | $7.7M | +123K |
| 6 | American Century Companies Inc | – | 175K | $4.8M | +14K |
| 7 | Dimensional Fund Advisors LP | – | 136K | $3.7M | +34K |
| 8 | Geode Capital Management, LLC | – | 115K | $3.2M | +3,988 |
| 9 | Purpose Unlimited Inc. | – | 110K | $3M | 0 |
| 10 | RBF Capital, LLC | – | 102K | $2.8M | +9,320 |
- Brigade Capital Management, LP+123K sh+$3.4M
- Corient IA LP+84K sh+$2.3M
- Segall Bryant & Hamill, LLC+67K sh+$1.8M
- AQR Capital Management LLC+47K sh+$1.3M
- Dimensional Fund Advisors LP+34K sh+$924K
- Goldman Sachs Group Inc+21K sh+$574K
- Lsv Asset Management+20K sh+$552K
- Jacobs Levy Equity Management, Inc+18K sh+$509K
- Two Sigma Investments, LP−44K sh−$1.2M
- Vanguard Capital Management LLC−44K sh−$1.2M
- Millennium Management LLC−50K sh−$825K
- Integrated Wealth Concepts LLC−25K sh−$691K
- Morgan Stanley−19K sh−$516K
- Citadel Advisors LLC−24K sh−$397K
- Susquehanna International Group, LLP−13K sh−$361K
- UBS Group AG−9,102 sh−$250K
FOA institutional ownership FAQ
Who owns the most FOA stock?
In Q2 2026 13F filings the largest holder of FOA was Cooperman Leon G, followed by Beach Point Capital Management LP and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of FOA is owned by institutions?
77 funds reported holding 4.8M FOA shares at Jun 30, 2026.
Are hedge funds buying FOA?
In Q2 2026, 44 funds bought FOA (18 of them new positions) and 32 sold (11 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for FOA is bullish.
What is FOA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this FOA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.