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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
AV
151
Alamea Verwaltungs
New Jersey
$341K -$70.2K -551 -14%
JFG
152
Jefferies Financial Group
New York
$335K +$324K +2,541 New
NA
153
Navellier & Associates
Nevada
$330K – – –
GT
154
Glenmede Trust
Pennsylvania
$324K +$313K +2,458 New
Cerity Partners
155
Cerity Partners
New York
$316K +$20.9K +164 +7%
Fisher Asset Management
156
Fisher Asset Management
Washington
$314K +$303K +2,378 New
AIP
157
Ameritas Investment Partners
Nebraska
$313K -$8.79K -69 -3%
PAP
158
Persistent Asset Partners
Hong Kong
$308K +$298K +2,339 New
C
159
Covestor
United Kingdom
$305K +$222K +1,746 +308%
X
160
Xponance
Pennsylvania
$305K +$2.29K +18 +0.8%
FFM
161
Forum Financial Management
Illinois
$291K – – –
MAS
162
Meeder Advisory Services
Ohio
$285K +$50.7K +398 +23%
Holocene Advisors
163
Holocene Advisors
New York
$272K -$31M -243,206 -99%
LIA
164
Limestone Investment Advisors
New York
$261K – – –
CCM
165
Cullen Capital Management
New York
$255K -$121K -949 -33%
CWM
166
CIBC World Markets
New York
$255K +$247K +1,935 New
Prudential Financial
167
Prudential Financial
New Jersey
$245K -$283K -2,224 -55%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$244K -$2.17K -17 -0.9%
Universal-Beteiligungs- und Servicegesellschaft
169
Universal-Beteiligungs- und Servicegesellschaft
Germany
$242K +$234K +1,834 New
HSBC Holdings
170
HSBC Holdings
United Kingdom
$240K -$25.9K -203 -10%
Raymond James Financial
171
Raymond James Financial
Florida
$227K +$219K +1,718 New
HWM
172
Hohimer Wealth Management
Washington
$225K -$764 -6 -0.4%
SFA
173
Sequoia Financial Advisors
Ohio
$223K +$215K +1,688 New
SCM
174
Sterling Capital Management
North Carolina
$222K -$43.2K -339 -17%
M&T Bank
175
M&T Bank
New York
$216K +$208K +1,633 New
5 6
7
8 9

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.