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PennyMac Financial

217 hedge funds and large institutions have $3.07B invested in PennyMac Financial in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

4% less call options, than puts

Call options by funds: $93M | Put options by funds: $97.2M

1.06% less ownership

Funds ownership: 60.78%59.72% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93M
Puts
$97.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
SBI Securities
Japan
$7.97K
PA
177
Parallel Advisors
California
$6.68K
RIL
178
Rothschild Investment LLC
Illinois
$5.98K
AF
179
Allworth Financial
California
$5.28K
SWP
180
Strategic Wealth Partners
Ohio
$5.28K
HWM
181
Hemington Wealth Management
Virginia
$5K
LFG
182
Larson Financial Group
Missouri
$4.98K
SAM
183
Smartleaf Asset Management
Massachusetts
$4.46K
Bessemer Group
184
Bessemer Group
New Jersey
$4K
PS
185
Principal Securities
Iowa
$3.79K
JWA
186
JFS Wealth Advisors
Pennsylvania
$3.49K
TSMHT
187
Thurston Springer Miller Herd & Titak
Indiana
$3.09K
BIA
188
Bell Investment Advisors
California
$2.79K
BTI
189
Blue Trust Inc
Georgia
$2.69K
AssetMark Inc
190
AssetMark Inc
California
$2.69K
IA
191
IFP Advisors
Florida
$2.59K
SPIA
192
Steward Partners Investment Advisory
New York
$1.99K
VCM
193
Versant Capital Management
Arizona
$1.99K
FFA
194
Farther Finance Advisors
California
$1.59K
PWA
195
Physician Wealth Advisors
Utah
$1.5K
FFO
196
Fortitude Family Office
Arizona
$1.4K
DPW
197
DiNuzzo Private Wealth
Pennsylvania
$1.3K
BGAI
198
Bruce G. Allen Investments
Colorado
$996
HFS
199
Hughes Financial Services
Virginia
$988
RWM
200
Rialto Wealth Management
New York
$897