PFSI icon

PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.13B invested in PennyMac Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
28
Increased
70
Reduced
71
Closed
30
Calls
$102M
Puts
$98.9M
Net Calls
+$2.67M
Net Calls Change
-$5.12M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$92.8M
2
Millennium Management
2
Millennium Management
New York
$77.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$21.8M
4
Bank of America
4
Bank of America
North Carolina
$21M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$18.7M

Top Sellers

1
RCMNY
1
Rubric Capital Management (New York)
New York
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$195M
3
BlackRock
3
BlackRock
New York
$214M
4
EIP
4
Epoch Investment Partners
New York
$0
5
SM
5
Senvest Management
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
226
C.M. Bidwell & Associates
Hawaii
– -$3.68K -36 Closed
DRP
227
Decker Retirement Planning
Utah
– -$1.94K -19 Closed
EWA
228
EverSource Wealth Advisors
Alabama
– -$1.23K -12 Closed
CA
229
CoreCap Advisors
Michigan
– -$306 -3 Closed
AF
230
Advisornet Financial
Minnesota
– -$306 -3 Closed
AWM
231
Avior Wealth Management
Nebraska
– -$204 -2 Closed
6 7 8 9
10