Finance Of America Companies Inc.: which funds bought and sold

Institutions that bought and sold Finance Of America Companies shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 44 institutions that filed 13F reports for both quarters added to or opened positions in Finance Of America Companies, and 33 cut or closed them. Together they added a net 241K shares, +5.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 44K shares (+8.7%); index fund managers were net sellers of 29K shares (−3.2%). 18 opened a new position and 11 sold out entirely.

Bought, Q2 2026 44 institutions, 18 of them new holders Sold, Q2 2026 33 institutions, 11 of them sold out

Net change, all compared +241K shares (+5.3%)

Net change, active managers +44K shares (+8.7%), 7 bought, 6 sold

Buyers versus sellers

institutions compared, 88

44 bought 11 33 sold

Active managers and hedge funds 7 bought · 6 sold · +44K

Index fund managers 3 bought · 6 sold · −29K

Other institutions 34 bought · 21 sold · +226K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Brigade Capital Management, LP	+123K +78.6%	280K	$7.7M
Corient Ia LP	+84K +1120.0%	92K	$2.5M
Segall Bryant & Hamill, LLC Active manager	+67K New position	67K	$1.8M
AQR Capital Management LLC Hedge fund	+47K New position	47K	$1.3M
Dimensional Fund Advisors LP	+34K +32.9%	136K	$3.7M
Goldman Sachs Group Inc	+21K +97.7%	42K	$1.2M
LSV Asset Management Active manager	+20K New position	20K	$552,000
Jacobs Levy Equity Management, Inc Active manager	+18K +26.2%	89K	$2.5M
Ameriprise Financial Inc	+18K New position	18K	$482,178
Blackrock, Inc. Index funds	+16K +5.5%	304K	$8.4M
American Century Companies Inc Active manager	+14K +8.8%	175K	$4.8M
Raymond James Financial Inc	+10K New position	10K	$285,107
D. E. Shaw & Co., Inc. Hedge fund	+9,416 +34.2%	37K	$1M
Rbf Capital, LLC	+9,320 +10.0%	102K	$2.8M
Canada Pension Plan Investment Board	+9,100 New position	9,100	$250,432
Imc-Chicago, LLC	+8,738 New position	8,738	$240,470
Jpmorgan Chase & Co	+7,801 +19.1%	49K	$1.3M
State Of Wyoming	+7,737 New position	7,737	$212,922
Geode Capital Management, LLC Index funds	+3,988 +3.6%	115K	$3.2M
Public Employees Retirement System Of Ohio	+3,280 +60.2%	8,730	$240,250

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Segall Bryant & Hamill, LLC Active manager	+67K New position	67K	$1.8M
AQR Capital Management LLC Hedge fund	+47K New position	47K	$1.3M
LSV Asset Management Active manager	+20K New position	20K	$552,000
Jacobs Levy Equity Management, Inc Active manager	+18K +26.2%	89K	$2.5M
American Century Companies Inc Active manager	+14K +8.8%	175K	$4.8M
D. E. Shaw & Co., Inc. Hedge fund	+9,416 +34.2%	37K	$1M
Bridgeway Capital Management, LLC Active manager	+400 +3.0%	14K	$383,739

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−50K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−44K −38.2%	71K	$2M
Vanguard Capital Management LLC Index funds	−44K −13.5%	281K	$7.7M
Integrated Wealth Concepts LLC	−25K −99.3%	180	$4,957
Citadel Advisors LLC Hedge fund	−24K Sold out	0	—
Morgan Stanley	−19K −22.1%	66K	$1.8M
Susquehanna International Group, LLP	−13K −30.1%	30K	$838,039
Simplex Trading, LLC	−11K Sold out	0	—
Nuveen, LLC	−11K Sold out	0	—
Invesco Ltd.	−10K Sold out	0	—
UBS Group AG	−9,102 −37.6%	15K	$416,295
State Of Wisconsin Investment Board	−7,791 −29.9%	18K	$502,488
Los Angeles Capital Management LLC Active manager	−7,703 Sold out	0	—
Marshall Wace, LLP Hedge fund	−6,101 −16.4%	31K	$857,854
Vanguard Fiduciary Trust Co Index funds	−3,499 −9.9%	32K	$872,384
Xtx Topco Ltd	−3,475 −24.4%	11K	$295,620
Group One Trading LLC	−2,434 −71.0%	992	$27,300
Northern Trust Corp Index funds	−1,403 −4.1%	33K	$897,950
Bank Of New York Mellon Corp	−1,178 −4.2%	27K	$731,921
Peak6 LLC	−937 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−50K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−44K −38.2%	71K	$2M
Citadel Advisors LLC Hedge fund	−24K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−7,703 Sold out	0	—
Marshall Wace, LLP Hedge fund	−6,101 −16.4%	31K	$857,854
FMR LLC Active manager	−694 −38.2%	1,122	$30,878

New positions

largest by value

Institution	Shares	Value June 30, 2026
Segall Bryant & Hamill, LLCActive manager	67K	$1.8M
AQR Capital Management LLCHedge fund	47K	$1.3M
LSV Asset ManagementActive manager	20K	$552,000
Ameriprise Financial Inc	18K	$482,178
Raymond James Financial Inc	10K	$285,107
Canada Pension Plan Investment Board	9,100	$250,432
Imc-Chicago, LLC	8,738	$240,470
State Of Wyoming	7,737	$212,922
Arax Advisory Partners	545	$14,998
Covestor Ltd	51	$1,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	50K	$825,136
Citadel Advisors LLCHedge fund	24K	$396,590
Simplex Trading, LLC	11K	$187,048
Nuveen, LLC	11K	$181,205
Invesco Ltd.	10K	$166,697
Los Angeles Capital Management LLCActive manager	7,703	$127,870
Peak6 LLC	937	$15,554
Essential Partners LLC	41	$681
Root Financial Partners, LLC	22	$365
Mai Capital Management	13	$216

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 77
Ten largest holders: 77.4%
Index fund managers: 18.4%
Active managers and hedge funds: 11.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	6	3	3	+44K	+8.7%
Index fund managers	3	6	0	0	−29K	−3.2%
Other institutions	34	21	15	8	+226K	+7.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Finance Of America Companies.

Only managers that filed a holdings report for both quarters are compared (88 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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