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PennyMac Financial
PFSI

231 hedge funds and large institutions have $2.94B invested in PennyMac Financial in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $140M | Put options by funds: $96.5M

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

4.36% more ownership

Funds ownership: 60.08% → 64.43% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

12% less funds holding

Funds holding: 263 → 231 (-32)

29% less capital invested

Capital invested by funds: $4.12B → $2.94B (-$1.18B)

36% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 73

Holders
231
Holders Change
-32
Holders Change %
-12.17%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
47
Increased
85
Reduced
72
Closed
73
Calls
$140M
Puts
$96.5M
Net Calls
+$43.6M
Net Calls Change
+$65.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$250M
2
DSC
Donald Smith & Co
New York
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$78.8M
4
BCM
BlueCrest Capital Management
Jersey
+$37.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
2
1SP
140 Summer Partners
New York
-$88.3M
3
Invesco
Invesco
Georgia
-$77.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68M
5
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
226
Hughes Financial Services
Virginia
$262 -$753 -7 -70%
GIA
227
GHP Investment Advisors
Colorado
$175 +$215 +2 New
TFM
228
TFC Financial Management
Massachusetts
$88 – – –
CW
229
Curio Wealth
Maryland
$87 +$108 +1 New
HI
230
Harbour Investments
Wisconsin
$87 +$108 +1 New
VWM
231
Vermillion Wealth Management
Minnesota
$87 +$108 +1 New
1SP
232
140 Summer Partners
New York
– -$88.3M -669,892 Closed
Norges Bank
233
Norges Bank
Norway
– -$44.3M -335,911 Closed
SIG
234
Senator Investment Group
New York
– -$37.9M -287,093 Closed
GAM
235
Goldentree Asset Management
New York
– -$29.9M -227,377 Closed
Jane Street
236
Jane Street
New York
– -$9.71M -90,255 Closed
CCS
237
Concentric Capital Strategies
Connecticut
– -$11.4M -86,478 Closed
IP
238
Interval Partners
New York
– -$9.01M -68,319 Closed
Two Sigma Advisers
239
Two Sigma Advisers
New York
– -$7.91M -60,000 Closed
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
– -$5.98M -45,391 Closed
EI
241
EAM Investors
California
– -$4.88M -37,009 Closed
Renaissance Technologies
242
Renaissance Technologies
New York
– -$4.27M -32,400 Closed
Tudor Investment Corp
243
Tudor Investment Corp
Connecticut
– -$3.13M -29,118 Closed
FCM
244
FJ Capital Management
Virginia
– -$3.77M -28,562 Closed
TC
245
TwinBeech Capital
New York
– -$3.6M -27,325 Closed
BFM
246
Boothbay Fund Management
New York
– -$3.33M -25,226 Closed
Hudson Bay Capital Management
247
Hudson Bay Capital Management
Connecticut
– -$3.02M -22,883 Closed
ACM
248
Alight Capital Management
New York
– -$2.64M -20,000 Closed
Principal Financial Group
249
Principal Financial Group
Iowa
– -$1.4M -10,595 Closed
ECM
250
ExodusPoint Capital Management
New York
– -$1.22M -9,265 Closed
8 9
10
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PFSI Hedge Fund Activity: Q1 2026 in Review

231 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2026, worth a combined $2.94B — down 29% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of PFSI and 47 opened new positions — a net loss of 26 holders — while 72 trimmed existing stakes and 85 added.

The largest buyer was Millennium Management, adding an estimated $250M. The largest seller was Fidelity Investments, cutting an estimated $159M.

  • 231 institutional investors held PennyMac Financial (PFSI) as of Q1 2026, down from 263 in Q4 2025.
  • Funds reported $2.94B of PennyMac Financial stock for Q1 2026, down 29% quarter-over-quarter.
  • 47 funds opened new PennyMac Financial positions in Q1 2026 and 73 closed out, a net change of -26 holders.
  • The largest PennyMac Financial buyer in Q1 2026 was Millennium Management, an estimated $250M added.
  • The largest PennyMac Financial seller in Q1 2026 was Fidelity Investments, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2026.