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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$77.7M |
| 2 |
Millennium Management
New York
|
+$25.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$21.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19.7M |
| 5 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.4M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
-$20.4M |
| 3 |
BlackRock
New York
|
-$14.4M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$13.2M |
| 5 |
SM
Senvest Management
New York
|
-$10.6M |
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.