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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 %
DFCM
76
Dark Forest Capital Management
Puerto Rico
$1.69M 16,941 -14,756 -47%
Canada Life
77
Canada Life
Manitoba, Canada
$1.6M 16,073 +626 +4%
Mirae Asset Global ETFs Holdings
78
Mirae Asset Global ETFs Holdings
Hong Kong
$1.6M 16,034 +111 +0.7%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$1.58M 15,900 -1,245 -7%
CSS
80
Cubist Systematic Strategies
Connecticut
$1.58M 15,834 +15,834 New
XT
81
XTX Topco
Cayman Islands
$1.54M 15,471 +15,471 New
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.49M 14,949 -9,063 -38%
Verition Fund Management
83
Verition Fund Management
Connecticut
$1.48M 14,816 +14,816 New
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$1.46M 14,619 -2,850 -16%
QCM
85
QRG Capital Management
Illinois
$1.35M 13,536 -834 -6%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$1.35M 13,514 – –
Creative Planning
87
Creative Planning
Kansas
$1.34M 13,495 +6,374 +90%
HS
88
HighVista Strategies
Massachusetts
$1.25M 12,537 -900 -7%
IIM
89
INTECH Investment Management
Florida
$1.18M 11,828 -3,554 -23%
Victory Capital Management
90
Victory Capital Management
Texas
$1.13M 11,318 -143 -1%
IMC Chicago
91
IMC Chicago
Illinois
$1.1M 11,084 -12,460 -53%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$1.07M 10,740 -1,193 -10%
Franklin Resources
93
Franklin Resources
California
$1.05M 10,554 -10,421 -50%
NW
94
NewEdge Wealth
Pennsylvania
$1.02M 10,400 +10,400 New
MWM
95
MorganRosel Wealth Management
Colorado
$996K 10,000 -464 -4%
Holocene Advisors
96
Holocene Advisors
New York
$986K 9,892 +9,892 New
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$937K 9,404 +1,232 +15%
ASRS
98
Arizona State Retirement System
Arizona
$897K 9,006 +184 +2%
VRS
99
Virginia Retirement Systems
Virginia
$867K 8,700 +8,700 New
PEAK6
100
PEAK6
Illinois
$822K 8,254 -1,001 -11%
2 3
4
5 6