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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
AW
126
Alteri Wealth
California
$417K +$364K +3,365 New
QCM
127
QRG Capital Management
Illinois
$414K -$1.1M -10,194 -75%
Osaic Holdings
128
Osaic Holdings
Arizona
$392K +$13.2K +122 +4%
CBU
129
CIBC Bancorp USA
Illinois
$386K +$337K +3,118 New
CM
130
Caption Management
Oklahoma
$379K +$331K +3,060 New
KPF
131
K2 Principal Fund
Ontario, Canada
$372K +$325K +3,002 New
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$372K -$459K -4,243 -59%
CCM
133
Cullen Capital Management
New York
$358K -$141K -1,299 -31%
GIM
134
Glenmede Investment Management
Pennsylvania
$349K +$5.84K +54 +2%
NA
135
Navellier & Associates
Nevada
$310K – – –
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$310K – – –
A
137
AlphaQuest
New York
$307K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$303K -$58.8K -543 -18%
SC
139
SummitTX Capital
Texas
$289K +$15.7K +145 +7%
X
140
Xponance
Pennsylvania
$284K +$2.6K +24 +1%
Cerity Partners
141
Cerity Partners
New York
$277K +$242K +2,235 New
Verition Fund Management
142
Verition Fund Management
Connecticut
$276K -$1.36M -12,586 -85%
FC
143
FORA Capital
Florida
$274K +$239K +2,212 New
FFM
144
Forum Financial Management
Illinois
$274K +$239K +2,211 New
QCM
145
Quantinno Capital Management
New York
$260K +$227K +2,100 New
LIA
146
Limestone Investment Advisors
New York
$258K – – –
SCM
147
Sterling Capital Management
North Carolina
$251K +$134K +1,236 +156%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$250K -$299K -2,767 -58%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$229K +$200K +1,850 New
SSW
150
Smith Shellnut Wilson
Mississippi
$229K +$200K +1,850 New
4 5
6
7 8

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.