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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 %
RIL
176
Rothschild Investment LLC
Illinois
$5.98K 60 +15 +33%
AF
177
Allworth Financial
California
$5.28K 53 +1 +2%
SWP
178
Strategic Wealth Partners
Ohio
$5.28K 53 +53 New
HWM
179
Hemington Wealth Management
Virginia
$5K 52 +3 +6%
LFG
180
Larson Financial Group
Missouri
$4.98K 50 +50 New
SAM
181
Smartleaf Asset Management
Massachusetts
$4.46K 45 +26 +137%
Bessemer Group
182
Bessemer Group
New Jersey
$4K 40 +40 New
PS
183
Principal Securities
Iowa
$3.79K 38 -35 -48%
JWA
184
JFS Wealth Advisors
Pennsylvania
$3.49K 35 – –
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$3.09K 31 +31 New
BIA
186
Bell Investment Advisors
California
$2.79K 28 +6 +27%
BTI
187
Blue Trust Inc
Georgia
$2.69K 27 -84 -76%
AssetMark Inc
188
AssetMark Inc
California
$2.69K 27 +27 New
IA
189
IFP Advisors
Florida
$2.59K 4 +4 New
SPIA
190
Steward Partners Investment Advisory
New York
$1.99K 20 – –
VCM
191
Versant Capital Management
Arizona
$1.99K 20 +20 New
FFA
192
Farther Finance Advisors
California
$1.59K 16 +1 +7%
PWA
193
Physician Wealth Advisors
Utah
$1.5K 15 +15 New
FFO
194
Fortitude Family Office
Arizona
$1.4K 14 +14 New
DPW
195
DiNuzzo Private Wealth
Pennsylvania
$1.3K 13 – –
BGAI
196
Bruce G. Allen Investments
Colorado
$996 10 -1 -9%
HFS
197
Hughes Financial Services
Virginia
$988 10 +10 New
RWM
198
Rialto Wealth Management
New York
$897 9 +9 New
PWMG
199
Private Wealth Management Group
New Jersey
$798 8 – –
MCM
200
Manchester Capital Management
Vermont
$798 8 – –
6 7
8
9 10