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PennyMac Financial
PFSI

Overview Fund Activity

215 hedge funds and large institutions have $3.06B invested in PennyMac Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
83
Reduced
60
Closed
28
Calls
$70.6M
Puts
$64.9M
Net Calls
+$5.75M
Net Calls Change
+$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$40M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.1M
3
GAM
3
Goldentree Asset Management
New York
$29.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$28.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$142M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
Millennium Management
2
Millennium Management
New York
$21M
3
SM
3
Senvest Management
New York
$41.6M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$72M
Name Market Value Shares Shares
Change 		Shares
Change %
MP
1
MFN Partners
Massachusetts
$452M 4,531,792 – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$440M 4,417,807 +127,988 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$289M 2,899,525 +26,888 +0.9%
BlackRock
4
BlackRock
New York
$223M 2,242,490 +99,946 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$186M 1,864,870 -85,430 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$142M 1,422,739 +149,512 +12%
Invesco
7
Invesco
Georgia
$123M 1,236,515 -603 -0%
State Street
8
State Street
Massachusetts
$88.8M 891,235 -39,816 -4%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$72M 722,759 -156,568 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.9M 721,757 +41,124 +6%
Goldman Sachs
11
Goldman Sachs
New York
$64M 642,781 +7,549 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$57.1M 572,608 +355,010 +163%
BCM
13
Basswood Capital Management
New York
$56.8M 570,210 +31,743 +6%
Charles Schwab
14
Charles Schwab
California
$45.7M 458,238 +1,004 +0.2%
Boston Partners
15
Boston Partners
Massachusetts
$43.5M 437,019 -53,887 -11%
SM
16
Senvest Management
New York
$41.6M 417,333 -467,596 -53%
Norges Bank
17
Norges Bank
Norway
$40M 401,202 +401,202 New
Ameriprise
18
Ameriprise
Minnesota
$39.9M 400,788 +121,382 +43%
American Century Companies
19
American Century Companies
Missouri
$39.8M 399,388 +52,227 +15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$30.5M 306,142 +15,907 +5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$29.7M 297,857 -14,828 -5%
GAM
22
Goldentree Asset Management
New York
$29.2M 294,199 +294,199 New
Northern Trust
23
Northern Trust
Illinois
$29.1M 291,866 +11,205 +4%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$28.5M 286,123 +169,395 +145%
CC
25
Conversant Capital
New Jersey
$26.5M 266,000 +21,850 +9%
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