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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 %
TWC
151
TD Waterhouse Canada
Ontario, Canada
$38K – – –
HCP
152
Hexagon Capital Partners
Arkansas
$33.9K -$2K -20 -6%
Nomura Asset Management
153
Nomura Asset Management
Japan
$32K – – –
SO
154
STRS Ohio
Ohio
$30K +$30K +300 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$27K +$11.3K +113 +72%
SCM
156
Sterling Capital Management
North Carolina
$22.3K -$17.7K -177 -44%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$22.2K +$20.5K +205 +1,206%
Comerica Bank
158
Comerica Bank
Texas
$20.6K -$100 -1 -0.5%
CCM
159
Coldstream Capital Management
Washington
$20.5K +$20.5K +205 New
S
160
SignatureFD
Georgia
$20.1K +$3.7K +37 +23%
QCG
161
Quadrant Capital Group
Ohio
$20K -$200 -2 -1%
FGAM
162
Financial Gravity Asset Management
Texas
$20K +$20K +200 New
SFG
163
Stonebridge Financial Group
Pennsylvania
$19K – – –
ACM
164
Aster Capital Management
United Arab Emirates
$16.1K +$16.1K +155 New
Optiver Holding
165
Optiver Holding
Netherlands
$15.4K +$15.4K +154 New
PWAM
166
Private Wealth Asset Management
Iowa
$14K +$14K +140 New
C
167
Covestor
United Kingdom
$12K +$101 +1 +0.8%
GI
168
GAMMA Investing
California
$11.7K +$2.1K +21 +22%
BTI
169
Blue Trust Inc
Georgia
$11.1K – – –
HWM
170
HighMark Wealth Management
Minnesota
$10.7K – – –
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$8.81K – – –
SS
172
SBI Securities
Japan
$8.01K – – –
PS
173
Principal Securities
Iowa
$7.46K – – –
AF
174
Allworth Financial
California
$4.95K +$2.28K +24 +86%
LC
175
Lindbrook Capital
California
$4.51K +$200 +2 +5%
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