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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
SIG
26
Senator Investment Group
New York
$31.6M +$27.6M +255,356 New
Holocene Advisors
27
Holocene Advisors
New York
$30.4M +$25.5M +235,376 +2,379%
PFMOSF
28
Philadelphia Financial Management of San Francisco
California
$28.2M +$24.6M +227,772 New
PCM
29
Palisade Capital Management
New Jersey
$25.4M -$257K -2,373 -1%
Bank of America
30
Bank of America
North Carolina
$23.1M -$4.65M -43,000 -19%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$21.3M +$18.3M +169,100 +5,637%
UBS Group
32
UBS Group
Switzerland
$20.6M +$8.56M +79,117 +91%
N
33
Nuveen
North Carolina
$20M +$6.97M +64,463 +67%
Morgan Stanley
34
Morgan Stanley
New York
$14.3M -$3.84M -35,498 -24%
LN
35
Lightrock Netherlands
Netherlands
$14M -$1.15M -10,600 -7%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$13.4M -$389K -3,599 -3%
AllianceBernstein
37
AllianceBernstein
Tennessee
$11M – – –
KPM
38
Kinetic Partners Management
Florida
$10.9M +$130K +1,200 +1%
UBS AM
39
UBS AM
Illinois
$9.54M -$5.52M -51,034 -40%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$8.94M – – –
Barclays
41
Barclays
United Kingdom
$7.87M -$1.29M -11,920 -16%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$7.61M -$709K -6,556 -10%
Swiss National Bank
43
Swiss National Bank
Switzerland
$7.45M +$130K +1,200 +2%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$7.43M +$2.43M +22,461 +60%
IMC Chicago
45
IMC Chicago
Illinois
$6.6M +$4.56M +42,155 +380%
EH
46
EMG Holdings
Connecticut
$6.46M +$5.64M +52,132 New
AI
47
Atom Investors
Texas
$6.42M +$5.61M +51,821 New
Millennium Management
48
Millennium Management
New York
$6.41M -$17.2M -159,017 -75%
FCM
49
FJ Capital Management
Virginia
$6.39M +$5.58M +51,559 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$5.86M -$716K -6,614 -12%
1
2
3 4 5

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.