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PennyMac Financial
PFSI

202 hedge funds and large institutions have $3.16B invested in PennyMac Financial in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

2.07% more ownership

Funds ownership: 59.37% → 61.44% (+2.1%)

3% more call options, than puts

Call options by funds: $102M | Put options by funds: $98.9M

2% more capital invested

Capital invested by funds: $3.11B → $3.16B (+$53.8M)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 206 → 202 (-4)

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
27
Increased
70
Reduced
74
Closed
29
Calls
$102M
Puts
$98.9M
Net Calls
+$2.67M
Net Calls Change
-$5.12M

Top Buyers

Rank Fund Capital Flow
1
OAG
Orbis Allan Gray
Bermuda
+$77.7M
2
Millennium Management
Millennium Management
New York
+$25.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$21.6M
4
Bank of America
Bank of America
North Carolina
+$19.7M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.2M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20.4M
2
RCMNY
Rubric Capital Management (New York)
New York
-$20.4M
3
BlackRock
BlackRock
New York
-$14.4M
4
EIP
Epoch Investment Partners
New York
-$13.2M
5
SM
Senvest Management
New York
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$4.95K +$2.46K +24 +86%
LC
177
Lindbrook Capital
California
$4.5K +$205 +2 +5%
RIL
178
Rothschild Investment LLC
Illinois
$4.5K +$1.03K +10 +29%
HWM
179
Hemington Wealth Management
Virginia
$4K +$1.74K +17 +53%
JWA
180
JFS Wealth Advisors
Pennsylvania
$3.5K – – –
SW
181
SVB Wealth
Massachusetts
$3.32K +$3.38K +33 New
MG
182
Mather Group
Illinois
$2.7K – – –
BIG
183
Brooklyn Investment Group
New York
$2.5K +$2.56K +25 New
BIA
184
Bell Investment Advisors
California
$2.2K – – –
PA
185
Parallel Advisors
California
$2.2K -$205 -2 -8%
SPIA
186
Steward Partners Investment Advisory
New York
$2K – – –
SAM
187
Smartleaf Asset Management
Massachusetts
$1.91K -$308 -3 -14%
FFA
188
Farther Finance Advisors
California
$1.5K – – –
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$1.3K -$103 -1 -7%
SIC
190
SJS Investment Consulting
Ohio
$1.2K – – –
BGAI
191
Bruce G. Allen Investments
Colorado
$1.1K – – –
SC
192
Stephens Consulting
Michigan
$1K +$1.03K +10 New
GFPC
193
Global Financial Private Client
Florida
$901 +$615 +6 +200%
PWMG
194
Private Wealth Management Group
New Jersey
$801 -$1.74K -17 -68%
MCM
195
Manchester Capital Management
Vermont
$801 – – –
TWD
196
True Wealth Design
Ohio
$801 +$820 +8 New
AAP
197
Arax Advisory Partners
Colorado
$601 -$3.9K -38 -86%
GC
198
Garde Capital
Washington
$501 +$513 +5 New
IA
199
IFP Advisors
Florida
$400 – – –
PWM
200
Parkworth Wealth Management
California
$200 – – –
6 7
8
9 10

PFSI Hedge Fund Activity: Q1 2025 in Review

202 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2025, worth a combined $3.16B — up 1.7% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PFSI and 27 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 70 added.

The largest buyer was Orbis Allan Gray, adding an estimated $77.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $20.4M.

  • 202 institutional investors held PennyMac Financial (PFSI) as of Q1 2025, down from 206 in Q4 2024.
  • Funds reported $3.16B of PennyMac Financial stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 27 funds opened new PennyMac Financial positions in Q1 2025 and 29 closed out, a net change of -2 holders.
  • The largest PennyMac Financial buyer in Q1 2025 was Orbis Allan Gray, an estimated $77.7M added.
  • The largest PennyMac Financial seller in Q1 2025 was Dimensional Fund Advisors, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2025.