PennyMac Financial
PFSI
263 hedge funds and large institutions have $4.12B invested in PennyMac Financial in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 22 closing their positions.
177% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 22
14% more funds holding
Funds holding: 230 → 263 (+33)
4% more capital invested
Capital invested by funds: $3.96B → $4.12B (+$155M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 82
1.82% less ownership
Funds ownership: 61.89% → 60.08% (-1.8%)
15% less call options, than puts
Call options by funds: $118M | Put options by funds: $140M
Top Buyers
| 1 |
1SP
140 Summer Partners
New York
|
+$28.5M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$13.5M |
| 4 |
Jane Street
New York
|
+$11.5M |
| 5 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
+$11.5M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$32.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 3 |
Holocene Advisors
New York
|
-$31M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$23.4M |
| 5 |
Goldman Sachs
New York
|
-$18.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$221K | -1,780 | Closed |
|
|
LAM
277
Longboard Asset Management
Phoenix,
Arizona
| – | -$213K | -1,719 | Closed |
|
|
NEI
278
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| – | -$162K | -1,300 | Closed |
|
|
TWC
279
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$47.6K | -379 | Closed |
|
|
PS
280
Principal Securities
Des Moines,
Iowa
| – | -$4.71K | -38 | Closed |
|
|
JWM
281
JPL Wealth Management
Highlands Ranch,
Colorado
| – | -$2.48K | -20 | Closed |
|
|
WANY
282
Wealthspire Advisors (New York)
New York
| – | -$2.11K | -17 | Closed |
|
|
ASN
283
Advisory Services Network
Atlanta,
Georgia
| – | -$743 | -6 | Closed |
|
|
RA
284
Rise Advisors
Rochester,
New York
| – | -$619 | -5 | Closed |
|
|
TIM
285
Tortoise Investment Management
White Plains,
New York
| – | -$372 | -3 | Closed |
|
PFSI Hedge Fund Activity: Q4 2025 in Review
263 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q4 2025, worth a combined $4.12B — up 3.9% from $3.96B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new PFSI positions and 22 closed out — a net gain of 39 holders — while 79 added to existing stakes and 82 trimmed.
The largest buyer was 140 Summer Partners, adding an estimated $28.5M. The largest seller was Citadel Advisors, cutting an estimated $32.7M.
- 263 institutional investors held PennyMac Financial (PFSI) as of Q4 2025, up from 230 in Q3 2025.
- Funds reported $4.12B of PennyMac Financial stock for Q4 2025, up 3.9% quarter-over-quarter.
- 61 funds opened new PennyMac Financial positions in Q4 2025 and 22 closed out, a net change of +39 holders.
- The largest PennyMac Financial buyer in Q4 2025 was 140 Summer Partners, an estimated $28.5M added.
- The largest PennyMac Financial seller in Q4 2025 was Citadel Advisors, an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2025.