Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Finance of America Compan (FOA)

73 + Investors. Track Smart Money conviction in FOA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — FOA

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
74 hedge funds hold FOA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +51% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+51% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

46 buying39 selling
Last quarter: 46 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 22 → 14 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 9% conviction (2yr+) ■ 47% medium ■ 43% new
Only 7 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares -22%, value -100%

Value
-99%
Shares
-22%
Last quarter: funds added -22% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

14 → 24 → 22 → 14 → 19 new funds/Q
New funds entering each quarter: 24 → 22 → 14 → 19. FOA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 57% of holders entered in last year

■ 5% veterans ■ 38% 1-2yr ■ 57% new
Of 80 current holders: 46 (57%) entered in the past year, only 4 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
27 of 71 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FOA

In 2026 Q1, 46 hedge funds were net buyers of FOA (19 opened a new position, 27 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: FOA

How many hedge funds hold FOA — quarterly history vs. share price
Quarterly hedge fund ownership of FOA vs. share price

Market Analysis: FOA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FOA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Finance of America Compan (FOA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FOA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
FOA
+18.6%
XLF
+1220.3%

FOA outperformed XLF by -1201.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FOA
-1.6%
XLF
+4.8%

Since the filing became public, FOA outperformed XLF by -6.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FOA
73 + Investors

Track Smart Money conviction in FOA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 71 2.82%
13F Shares 5M 7M -22.31%
Total Value $91M $19.26B -99.53%
New Positions 18 14 +4
Increased Positions 23 24 -1
Closed Positions 16 19 -3
Reduced Positions 22 22 -
Total Calls 7 8 -12.5%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.29 0.12 Bullish

Statistics: FOA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FOA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FOA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beach Point Capital Management LP 6.06% 927,837 $15.4M
2 Cooperman Leon G 0.70% 1,286,068 $21.3M
3 Brigade Capital Management, LP 0.32% 157,000 $2.6M
4 Corient IA LLC 0.12% 7,500 $124K
5 Prescott Group Capital Management, L.L.C. 0.09% 56,206 $933K
6 RBF Capital, LLC 0.08% 93,000 $1.5M
7 Purpose Unlimited Inc. 0.08% 110,021 $1.8M
8 Caption Management, LLC 0.02% 215,700 $3.6M
9 Jacobs Levy Equity Management, Inc 0.00% 70,679 $1.2M
10 Bridgeway Capital Management, LLC 0.00% 13,544 $225K
11 Sig Brokerage, LP 0.00% 10,000 $166K
12 XTX Topco Ltd 0.00% 14,217 $236K
13 AlphaQuest LLC 0.00% 2,837 $69K
14 Peak6 LLC 0.00% 92,600 $1.5M
15 Integrated Wealth Concepts LLC 0.00% 25,289 $420K
16 Two Sigma Advisers, LP 0.00% 33,073 $801K
17 Two Sigma Investments, LP 0.00% 115,444 $1.9M
18 American Century Companies Inc 0.00% 160,600 $2.7M
19 State of Wisconsin Investment Board 0.00% 26,050 $432K
20 Jane Street Group, LLC 0.00% 295,300 $4.9M
21 Marshall Wace, LLP 0.00% 37,273 $619K
22 Los Angeles Capital Management LLC 0.00% 7,703 $128K
23 Millennium Management LLC 0.00% 49,707 $825K
24 Tower Research Capital LLC (TRC) 0.00% 762 $13K
25 Public Employees Retirement System of Ohio 0.00% 5,450 $90K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Finance of America Compan (FOA)

What does the Smart Money Trend signal show for FOA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FOA?

Slight buying edge — 54% buying: Last quarter: 46 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FOA holders?

Smaller funds dominant — 19% AUM from top-100: 27 of 71 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FOA?

Mostly new holders — 43% entered in last year: Only 7 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Finance of America Compan (FOA) following the 2026 Q1 hedge fund 13F filings?

As of today, FOA has moved -1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -6.4%. Since the quarter end (March 31, 2026), FOA has gained +18.6% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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