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PennyMac Financial
PFSI

263 hedge funds and large institutions have $4.12B invested in PennyMac Financial in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 79 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 22

14% more funds holding

Funds holding: 230 → 263 (+33)

4% more capital invested

Capital invested by funds: $3.96B → $4.12B (+$155M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 82

1.82% less ownership

Funds ownership: 61.89% → 60.08% (-1.8%)

15% less call options, than puts

Call options by funds: $118M | Put options by funds: $140M

Holders
263
Holders Change
+33
Holders Change %
+14.35%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
61
Increased
79
Reduced
82
Closed
22
Calls
$118M
Puts
$140M
Net Calls
-$21.6M
Net Calls Change
+$15.5M

Top Buyers

1
1SP
140 Summer Partners
New York
+$28.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$17.5M
3
Invesco
Invesco
Georgia
+$13.5M
4
Jane Street
Jane Street
New York
+$11.5M
5
BGDI
BW Gestao de Investimentos
Brazil
+$11.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$32.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$31.4M
3
Holocene Advisors
Holocene Advisors
New York
-$31M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$23.4M
5
Goldman Sachs
Goldman Sachs
New York
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
126
Fox Run Management
Connecticut
$580K +$561K +4,401 New
EGM
127
Engineers Gate Manager
New York
$577K +$558K +4,379 New
HF
128
HRT Financial
New York
$542K -$1.62M -12,693 -76%
BOTOTLSJU
129
Board of Trustees of The Leland Stanford Junior University
California
$530K +$510K +4,000 New
OF
130
Optimize Financial
California
$514K +$7.13K +56 +1%
Canada Life
131
Canada Life
Manitoba, Canada
$499K -$1.59M -12,455 -77%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$499K – – –
MF
133
Magnetar Financial
Illinois
$491K +$474K +3,721 New
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$490K – – –
XT
135
XTX Topco
Cayman Islands
$479K +$463K +3,630 New
CG
136
Cynosure Group
Utah
$475K -$531K -4,164 -54%
QCM
137
QRG Capital Management
Illinois
$470K +$28.8K +226 +7%
AW
138
Alteri Wealth
California
$444K – – –
AC
139
Aristeia Capital
Connecticut
$443K +$428K +3,360 New
FCM
140
Fieldview Capital Management
Michigan
$443K +$428K +3,357 New
Mariner
141
Mariner
Kansas
$440K -$72.2K -567 -15%
Osaic Holdings
142
Osaic Holdings
Arizona
$432K -$28.9K -227 -6%
CM
143
Caption Management
Oklahoma
$403K – – –
VRS
144
Virginia Retirement Systems
Virginia
$402K +$389K +3,050 New
KPF
145
K2 Principal Fund
Ontario, Canada
$396K – – –
VF
146
Virtu Financial
New York
$379K +$366K +2,876 New
A
147
AlphaQuest
New York
$377K +$48.4K +380 +15%
SLAM
148
Swiss Life Asset Management
$373K +$360K +2,828 New
SC
149
SummitTX Capital
Texas
$368K +$58.5K +459 +20%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$345K -$465K -3,650 -58%
4 5
6
7 8

PFSI Hedge Fund Activity: Q4 2025 in Review

263 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q4 2025, worth a combined $4.12B — up 3.9% from $3.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PFSI positions and 22 closed out — a net gain of 39 holders — while 79 added to existing stakes and 82 trimmed.

The largest buyer was 140 Summer Partners, adding an estimated $28.5M. The largest seller was Citadel Advisors, cutting an estimated $32.7M.

  • 263 institutional investors held PennyMac Financial (PFSI) as of Q4 2025, up from 230 in Q3 2025.
  • Funds reported $4.12B of PennyMac Financial stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 61 funds opened new PennyMac Financial positions in Q4 2025 and 22 closed out, a net change of +39 holders.
  • The largest PennyMac Financial buyer in Q4 2025 was 140 Summer Partners, an estimated $28.5M added.
  • The largest PennyMac Financial seller in Q4 2025 was Citadel Advisors, an estimated $32.7M sold.

Based on aggregated 13F filings for Q4 2025.