PFSI icon

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
+$75.8M
2
Millennium Management
Millennium Management
New York
+$25.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.1M
4
Bank of America
Bank of America
North Carolina
+$19.2M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$18.7M

Top Sellers

1
RCMNY
Rubric Capital Management (New York)
New York
-$20.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20M
3
BlackRock
BlackRock
New York
-$14M
4
EIP
Epoch Investment Partners
New York
-$13.2M
5
SM
Senvest Management
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
176
Rothschild Investment LLC
Illinois
$4.51K +$1K +10 +29%
HWM
177
Hemington Wealth Management
Virginia
$4K +$1.39K +17 +53%
JWA
178
JFS Wealth Advisors
Pennsylvania
$3.5K – – –
SW
179
SVB Wealth
Massachusetts
$3.32K +$3.32K +33 New
MG
180
Mather Group
Illinois
$2.7K – – –
BIG
181
Brooklyn Investment Group
New York
$2.5K +$2.5K +25 New
BIA
182
Bell Investment Advisors
California
$2.2K – – –
PA
183
Parallel Advisors
California
$2.2K -$200 -2 -8%
SPIA
184
Steward Partners Investment Advisory
New York
$2K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$1.91K -$301 -3 -14%
FFA
186
Farther Finance Advisors
California
$1.5K – – –
DPW
187
DiNuzzo Private Wealth
Pennsylvania
$1.3K -$100 -1 -7%
SIC
188
SJS Investment Consulting
Ohio
$1.2K – – –
BGAI
189
Bruce G. Allen Investments
Colorado
$1.1K – – –
SC
190
Stephens Consulting
Michigan
$1K +$1K +10 New
GFPC
191
Global Financial Private Client
Florida
$901 +$601 +6 +200%
PWMG
192
Private Wealth Management Group
New Jersey
$801 -$1.7K -17 -68%
MCM
193
Manchester Capital Management
Vermont
$801 – – –
TWD
194
True Wealth Design
Ohio
$801 +$801 +8 New
AAP
195
Arax Advisory Partners
Colorado
$601 -$3.81K -38 -86%
GC
196
Garde Capital
Washington
$501 +$501 +5 New
IA
197
IFP Advisors
Florida
$400 -$409 – –
PWM
198
Parkworth Wealth Management
California
$200 – – –
BHWM
199
Bay Harbor Wealth Management
Maryland
$200 +$200 +2 New
TFM
200
TFC Financial Management
Massachusetts
$101 – – –
6 7
8
9 10