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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
MCM
201
Manchester Capital Management
Vermont
$798
PWMG
202
Private Wealth Management Group
New Jersey
$798
SIC
203
SJS Investment Consulting
Ohio
$698
CPG
204
Cornerstone Planning Group
New Jersey
$695
TWD
205
True Wealth Design
Ohio
$598
GC
206
Garde Capital
Washington
$499
MCM
207
MAI Capital Management
Ohio
$499
PWM
208
Parkworth Wealth Management
California
$498
BFS
209
Bare Financial Services
Pennsylvania
$498
RA
210
Rise Advisors
New York
$498
HIA
211
HFM Investment Advisors
New Jersey
$399
BIG
212
Brooklyn Investment Group
New York
$299
CIAM
213
Caitong International Asset Management
Hong Kong
$299
BHWM
214
Bay Harbor Wealth Management
Maryland
$199
TPWA
215
Twin Peaks Wealth Advisors
California
$103
SC
216
Stephens Consulting
Michigan
$100
TFM
217
TFC Financial Management
Massachusetts
$100
TIM
218
Tortoise Investment Management
New York
$100
OAG
219
Orbis Allan Gray
Bermuda
PFMOSF
220
Philadelphia Financial Management of San Francisco
California
EH
221
EMG Holdings
Connecticut
Macquarie Group
222
Macquarie Group
Australia
IC
223
IEQ Capital
California
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
CF
225
Corebridge Financial
Texas