PFSI icon

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 %
Twin Tree Management
126
Twin Tree Management
Texas
$326K 3,267 +3,267 New
Two Sigma Advisers
127
Two Sigma Advisers
New York
$299K 3,000 +3,000 New
AIP
128
Ameritas Investment Partners
Nebraska
$298K 2,987 +190 +7%
Osaic Holdings
129
Osaic Holdings
Arizona
$297K 2,912 -180 -6%
SSA
130
Schonfeld Strategic Advisors
New York
$283K 2,843 -82 -3%
VF
131
Virtu Financial
New York
$282K 2,830 +2,830 New
GIM
132
Glenmede Investment Management
Pennsylvania
$275K 2,761 +2,761 New
Capstone Investment Advisors
133
Capstone Investment Advisors
New York
$269K 2,700 +2,700 New
LIA
134
Limestone Investment Advisors
New York
– – – –
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$249K 2,500 – –
NA
136
Navellier & Associates
Nevada
$249K 2,500 – –
A
137
AlphaQuest
New York
$247K 2,477 -110 -4%
AIM
138
Aigen Investment Management
New York
$244K 2,451 +2,451 New
HWM
139
Hohimer Wealth Management
Washington
$241K 2,420 +69 +3%
X
140
Xponance
Pennsylvania
$226K 2,270 +250 +12%
SC
141
SummitTX Capital
Texas
$218K 2,191 -1,204 -35%
TC
142
TwinBeech Capital
New York
$216K 2,164 +2,164 New
MM
143
MQS Management
New York
$208K 2,089 +2,089 New
CI Investments Inc
144
CI Investments Inc
Ontario, Canada
$194K 1,945 -65 -3%
LSV Asset Management
145
LSV Asset Management
Illinois
$149K 1,500 – –
WAM
146
Wolverine Asset Management
Illinois
$131K 1,316 +1,316 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$109K 1,092 -30 -3%
KBC Group
148
KBC Group
Belgium
$92K 925 -624 -40%
AB
149
Amalgamated Bank
New York
$92K 926 – –
Raymond James Financial
150
Raymond James Financial
Florida
$82.1K 824 +824 New
4 5
6
7 8