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PennyMac Financial
PFSI

Overview Fund Activity

215 hedge funds and large institutions have $3.06B invested in PennyMac Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
215
Holders Change
+15
Holders Change %
+7.5%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
48
Increased
83
Reduced
60
Closed
28
Calls
$70.6M
Puts
$64.9M
Net Calls
+$5.75M
Net Calls Change
+$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$40M
2
Citadel Advisors
2
Citadel Advisors
Florida
$57.1M
3
GAM
3
Goldentree Asset Management
New York
$29.2M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$28.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$142M

Top Sellers

1
OAG
1
Orbis Allan Gray
Bermuda
$0
2
Millennium Management
2
Millennium Management
New York
$21M
3
SM
3
Senvest Management
New York
$41.6M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$22.8M 229,323 +19,248 +9%
Millennium Management
27
Millennium Management
New York
$21M 210,734 -560,871 -73%
PCM
28
Palisade Capital Management
New Jersey
$20.6M 207,241 -5,842 -3%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$15.4M 154,413 +2,335 +2%
Morgan Stanley
30
Morgan Stanley
New York
$15M 150,771 +24,635 +20%
UBS AM
31
UBS AM
Illinois
$12.8M 128,052 +48,579 +61%
LN
32
Lightrock Netherlands
Netherlands
$12.2M 143,113 +7,058 +5%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$11.2M 112,030 -4,400 -4%
NL
34
Nuveen LLC
North Carolina
$9.64M 96,787 -8,595 -8%
AllianceBernstein
35
AllianceBernstein
Tennessee
$8.84M 88,741 +3,198 +4%
UBS Group
36
UBS Group
Switzerland
$8.69M 87,240 -5,579 -6%
KPM
37
Kinetic Partners Management
Florida
$8.65M 86,800 – –
EP
38
Edgestream Partners
New Jersey
$8.17M 82,003 +53,977 +193%
SDIC
39
South Dakota Investment Council
South Dakota
$7.61M 76,367 -15,702 -17%
Barclays
40
Barclays
United Kingdom
$7.51M 75,411 +20,444 +37%
Allianz Asset Management
41
Allianz Asset Management
Germany
$7.42M 74,498 +3,933 +6%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.19M 72,201 +257 +0.4%
Renaissance Technologies
43
Renaissance Technologies
New York
$6.9M 69,200 +33,100 +92%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$6.77M 67,952 +6,458 +11%
Jane Street
45
Jane Street
New York
$6.74M 67,672 -59,987 -47%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.87M 58,900 -700 -1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.37M 53,906 +11,698 +28%
Squarepoint
48
Squarepoint
New York
$4.93M 49,430 -1,087 -2%
CCIA
49
Campbell & Co Investment Adviser
Maryland
$4.69M 47,057 +44,687 +1,886%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$4.15M 41,669 +20,275 +95%
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