PennyMac Financial
PFSI
219 hedge funds and large institutions have $3.07B invested in PennyMac Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
41% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 61
8% more funds holding
Funds holding: 202 → 219 (+17)
3% less capital invested
Capital invested by funds: $3.16B → $3.07B (-$90.5M)
4% less call options, than puts
Call options by funds: $93M | Put options by funds: $97.2M
1.71% less ownership
Funds ownership: 61.44% → 59.73% (-1.7%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$34.4M |
| 2 |
GAM
Goldentree Asset Management
New York
|
+$28.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.5M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$92.8M |
| 2 |
Millennium Management
New York
|
-$54.4M |
| 3 |
SM
Senvest Management
New York
|
-$45.3M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$18.7M |
| 5 |
JP Morgan Chase
New York
|
-$15.2M |
PFSI Hedge Fund Activity: Q2 2025 in Review
219 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2025, worth a combined $3.07B — down 2.9% from $3.16B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new PFSI positions and 28 closed out — a net gain of 20 holders — while 86 added to existing stakes and 61 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $34.4M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $92.8M sold.
- 219 institutional investors held PennyMac Financial (PFSI) as of Q2 2025, up from 202 in Q1 2025.
- Funds reported $3.07B of PennyMac Financial stock for Q2 2025, down 2.9% quarter-over-quarter.
- 48 funds opened new PennyMac Financial positions in Q2 2025 and 28 closed out, a net change of +20 holders.
- The largest PennyMac Financial buyer in Q2 2025 was Citadel Advisors, an estimated $34.4M added.
- The largest PennyMac Financial seller in Q2 2025 was Orbis Allan Gray, an estimated $92.8M sold.
Based on aggregated 13F filings for Q2 2025.