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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.13B invested in PennyMac Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
28
Increased
70
Reduced
71
Closed
30
Calls
$102M
Puts
$98.9M
Net Calls
+$2.67M
Net Calls Change
-$5.12M

Top Buyers

1
OAG
Orbis Allan Gray
Bermuda
$92.8M
2
Millennium Management
Millennium Management
New York
$77.2M
3
Citadel Advisors
Citadel Advisors
Florida
$21.8M
4
Bank of America
Bank of America
North Carolina
$21M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$18.7M

Top Sellers

1
RCMNY
Rubric Capital Management (New York)
New York
$0
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$195M
3
BlackRock
BlackRock
New York
$214M
4
EIP
Epoch Investment Partners
New York
$0
5
SM
Senvest Management
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$310K +$28.6K +286 +10%
SSA
127
Schonfeld Strategic Advisors
New York
$293K +$293K +2,925 New
NRD
128
Nebula Research & Development
New York
$282K +$282K +2,821 New
AIP
129
Ameritas Investment Partners
Nebraska
$280K – – –
TRCT
130
Tower Research Capital (TRC)
New York
$260K -$206K -2,053 -44%
A
131
AlphaQuest
New York
$259K +$11K +110 +4%
Parallax Volatility Advisers
132
Parallax Volatility Advisers
California
$250K – – –
NA
133
Navellier & Associates
Nevada
$244K – – –
CCIA
134
Campbell & Co Investment Adviser
Maryland
$237K -$299K -2,986 -56%
HWM
135
Hohimer Wealth Management
Washington
$235K +$12.1K +121 +5%
GT
136
Glenmede Trust
Pennsylvania
$229K +$13.9K +139 +6%
Prudential Financial
137
Prudential Financial
New Jersey
$228K +$24K +235 +12%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$220K -$266K -2,648 -55%
HighTower Advisors
139
HighTower Advisors
Illinois
$206K -$207K -2,071 -50%
X
140
Xponance
Pennsylvania
$202K +$202K +2,020 New
CI Investments Inc
141
CI Investments Inc
Ontario, Canada
$201K +$23K +230 +13%
KBC Group
142
KBC Group
Belgium
$155K – – –
LSV Asset Management
143
LSV Asset Management
Illinois
$150K – – –
SG Americas Securities
144
SG Americas Securities
New York
$129K -$197K -1,976 -60%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$112K +$2.2K +22 +2%
CIM
146
Contravisory Investment Management
Massachusetts
$99K -$179K -1,788 -64%
AB
147
Amalgamated Bank
New York
$93K +$3.01K +30 +3%
US Bancorp
148
US Bancorp
Minnesota
$77.4K +$501 +5 +0.7%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.8K +$6.31K +63 +10%
HCA
150
Harbor Capital Advisors
Illinois
$39K +$2.48K +25 +7%
4 5
6
7 8