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PennyMac Financial
PFSI

230 hedge funds and large institutions have $3.96B invested in PennyMac Financial in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.96B (+$890M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

5% more funds holding

Funds holding: 219 → 230 (+11)

2.17% more ownership

Funds ownership: 59.73% → 61.89% (+2.2%)

24% less call options, than puts

Call options by funds: $119M | Put options by funds: $156M

Holders
230
Holders Change
+11
Holders Change %
+5.02%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
75
Reduced
66
Closed
35
Calls
$119M
Puts
$156M
Net Calls
-$37M
Net Calls Change
-$32.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.1M
3
1SP
140 Summer Partners
New York
+$48.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$30.9M
5
SIG
Senator Investment Group
New York
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$73.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.5M
3
CC
Conversant Capital
New Jersey
-$26.5M
4
Millennium Management
Millennium Management
New York
-$17.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
226
Bay Harbor Wealth Management
Maryland
$619 +$325 +3 +150%
CIAM
227
Caitong International Asset Management
Hong Kong
$372 – – –
EP
228
Essential Partners
California
$372 +$108 +1 +50%
TIM
229
Tortoise Investment Management
New York
$372 +$216 +2 +200%
TFM
230
TFC Financial Management
Massachusetts
$124 – – –
Norges Bank
231
Norges Bank
Norway
– -$40M -401,202 Closed
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
– -$28.5M -286,123 Closed
CC
233
Conversant Capital
New Jersey
– -$26.5M -266,000 Closed
EP
234
Edgestream Partners
New Jersey
– -$8.17M -82,003 Closed
Jane Street
235
Jane Street
New York
– -$7.32M -67,672 Closed
CCIA
236
Campbell & Co Investment Adviser
Maryland
– -$4.69M -47,057 Closed
D.E. Shaw & Co
237
D.E. Shaw & Co
New York
– -$4.15M -41,669 Closed
QT
238
Quantbot Technologies
New York
– -$3.6M -36,124 Closed
Group One Trading
239
Group One Trading
Illinois
– -$3.36M -31,078 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
– -$2.96M -29,658 Closed
Walleye Capital
241
Walleye Capital
New York
– -$2.47M -24,827 Closed
CSS
242
Cubist Systematic Strategies
Connecticut
– -$1.58M -15,834 Closed
XT
243
XTX Topco
Cayman Islands
– -$1.54M -15,471 Closed
MWM
244
MorganRosel Wealth Management
Colorado
– -$996K -10,000 Closed
VRS
245
Virginia Retirement Systems
Virginia
– -$867K -8,700 Closed
PEAK6
246
PEAK6
Illinois
– -$893K -8,254 Closed
MC
247
Maverick Capital
Texas
– -$804K -8,073 Closed
DTL
248
Dynamic Technology Lab
Singapore
– -$703K -7,061 Closed
Twin Tree Management
249
Twin Tree Management
Texas
– -$353K -3,267 Closed
VF
250
Virtu Financial
New York
– -$282K -2,830 Closed
7 8 9
10
11

PFSI Hedge Fund Activity: Q3 2025 in Review

230 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q3 2025, worth a combined $3.96B — up 29% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFSI positions and 35 closed out — a net gain of 13 holders — while 75 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $73.1M.

  • 230 institutional investors held PennyMac Financial (PFSI) as of Q3 2025, up from 219 in Q2 2025.
  • Funds reported $3.96B of PennyMac Financial stock for Q3 2025, up 29% quarter-over-quarter.
  • 48 funds opened new PennyMac Financial positions in Q3 2025 and 35 closed out, a net change of +13 holders.
  • The largest PennyMac Financial buyer in Q3 2025 was Fidelity Investments, an estimated $114M added.
  • The largest PennyMac Financial seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $73.1M sold.

Based on aggregated 13F filings for Q3 2025.