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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 %
SCM
151
Sterling Capital Management
North Carolina
$78.7K 790 +567 +254%
US Bancorp
152
US Bancorp
Minnesota
$76.5K 768 -5 -0.6%
CIM
153
Contravisory Investment Management
Massachusetts
$73.1K 734 -255 -26%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.9K 732 +15 +2%
BC
155
Bayforest Capital
United Kingdom
$61.9K 621 +621 New
SO
156
STRS Ohio
Ohio
$59.8K 600 +300 +100%
HCA
157
Harbor Capital Advisors
Illinois
$40K 399 +6 +2%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$38.4K 379 – –
BNP Paribas Asset Management
159
BNP Paribas Asset Management
France
$34K 344 +344 New
Nomura Asset Management
160
Nomura Asset Management
Japan
$31.9K 320 – –
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$29K 288 +17 +6%
C
162
Covestor
United Kingdom
$29K 290 +171 +144%
EWA
163
EverSource Wealth Advisors
Alabama
$26.3K 264 +264 New
S
164
SignatureFD
Georgia
$25.8K 259 +58 +29%
Comerica Bank
165
Comerica Bank
Texas
$22.8K 229 +23 +11%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$22.4K 225 +3 +1%
CA
167
Clearstead Advisors
Ohio
$21.6K 217 +217 New
Optiver Holding
168
Optiver Holding
Netherlands
$18.8K 189 +35 +23%
QL
169
Quarry LP
New York
$15.6K 157 +157 New
PWAM
170
Private Wealth Asset Management
Iowa
$14K 140 – –
HWM
171
HighMark Wealth Management
Minnesota
$10.6K 107 +1 +0.9%
Mitsubishi UFJ Asset Management
172
Mitsubishi UFJ Asset Management
Japan
$8.77K 88 – –
GI
173
GAMMA Investing
California
$8.67K 87 -30 -26%
SS
174
SBI Securities
Japan
$7.97K 80 – –
PA
175
Parallel Advisors
California
$6.68K 67 +45 +205%
5 6
7
8 9