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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 %
SIC
201
SJS Investment Consulting
Ohio
$698 7 -5 -42%
CPG
202
Cornerstone Planning Group
New Jersey
$695 7 +7 New
TWD
203
True Wealth Design
Ohio
$598 6 -2 -25%
GC
204
Garde Capital
Washington
$499 5 – –
MCM
205
MAI Capital Management
Ohio
$499 5 +5 New
PWM
206
Parkworth Wealth Management
California
$498 5 +3 +150%
BFS
207
Bare Financial Services
Pennsylvania
$498 5 +5 New
RA
208
Rise Advisors
New York
$498 5 +5 New
HIA
209
HFM Investment Advisors
New Jersey
$399 4 +3 +300%
BIG
210
Brooklyn Investment Group
New York
$299 3 -22 -88%
CIAM
211
Caitong International Asset Management
Hong Kong
$299 3 +3 New
BHWM
212
Bay Harbor Wealth Management
Maryland
$199 2 – –
TPWA
213
Twin Peaks Wealth Advisors
California
$103 1 +1 New
SC
214
Stephens Consulting
Michigan
$100 1 -9 -90%
TFM
215
TFC Financial Management
Massachusetts
$100 1 – –
TIM
216
Tortoise Investment Management
New York
$100 1 +1 New
OAG
217
Orbis Allan Gray
Bermuda
– – -926,775 Closed
PFMOSF
218
Philadelphia Financial Management of San Francisco
California
– – -186,804 Closed
EH
219
EMG Holdings
Connecticut
– – -64,580 Closed
Macquarie Group
220
Macquarie Group
Australia
– – -55,570 Closed
IC
221
IEQ Capital
California
– – -33,600 Closed
Assenagon Asset Management
222
Assenagon Asset Management
Luxembourg
– – -18,889 Closed
CF
223
Corebridge Financial
Texas
– – -13,098 Closed
HF
224
HRT Financial
New York
– – -9,050 Closed
ACM
225
Aquatic Capital Management
Illinois
– – -7,482 Closed
6 7 8
9
10