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PennyMac Financial
PFSI

230 hedge funds and large institutions have $3.96B invested in PennyMac Financial in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.96B (+$890M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

5% more funds holding

Funds holding: 219 → 230 (+11)

2.17% more ownership

Funds ownership: 59.73% → 61.89% (+2.2%)

24% less call options, than puts

Call options by funds: $119M | Put options by funds: $156M

Holders
230
Holders Change
+11
Holders Change %
+5.02%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
48
Increased
75
Reduced
66
Closed
35
Calls
$119M
Puts
$156M
Net Calls
-$37M
Net Calls Change
-$32.8M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.1M
3
1SP
140 Summer Partners
New York
+$48.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$30.9M
5
SIG
Senator Investment Group
New York
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$73.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.5M
3
CC
Conversant Capital
New Jersey
-$26.5M
4
Millennium Management
Millennium Management
New York
-$17.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$2.97K +$2.16K +20 +500%
FFA
202
Farther Finance Advisors
California
$2.85K +$757 +7 +44%
SPIA
203
Steward Partners Investment Advisory
New York
$2.48K – – –
VCM
204
Versant Capital Management
Arizona
$2.48K – – –
JWM
205
JPL Wealth Management
Colorado
$2.48K +$2.16K +20 New
WANY
206
Wealthspire Advisors (New York)
New York
$2.11K +$1.84K +17 New
FFO
207
Fortitude Family Office
Arizona
$1.73K – – –
TWD
208
True Wealth Design
Ohio
$1.55K +$757 +7 +117%
RWM
209
Rialto Wealth Management
New York
$1.36K +$216 +2 +22%
DPW
210
DiNuzzo Private Wealth
Pennsylvania
$1.32K -$108 -1 -8%
HFS
211
Hughes Financial Services
Virginia
$1.27K – – –
PWA
212
Physician Wealth Advisors
Utah
$1.24K -$541 -5 -33%
BGAI
213
Bruce G. Allen Investments
Colorado
$1.24K – – –
BFS
214
Bare Financial Services
Pennsylvania
$1.24K +$541 +5 +100%
KG
215
Kilter Group
New York
$1.11K +$974 +9 New
MCM
216
Manchester Capital Management
Vermont
$992 – – –
PWMG
217
Private Wealth Management Group
New Jersey
$992 – – –
Jones Financial Companies
218
Jones Financial Companies
Missouri
$992 +$866 +8 New
AssetMark Inc
219
AssetMark Inc
California
$991 -$2.06K -19 -70%
SIC
220
SJS Investment Consulting
Ohio
$868 – – –
RWS
221
Retirement Wealth Solutions
Wisconsin
$868 +$757 +7 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$867 +$757 +7 New
HIA
223
HFM Investment Advisors
New Jersey
$743 +$216 +2 +50%
ASN
224
Advisory Services Network
Georgia
$743 +$649 +6 New
RA
225
Rise Advisors
New York
$619 – – –
7 8
9
10 11

PFSI Hedge Fund Activity: Q3 2025 in Review

230 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q3 2025, worth a combined $3.96B — up 29% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFSI positions and 35 closed out — a net gain of 13 holders — while 75 added to existing stakes and 66 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $73.1M.

  • 230 institutional investors held PennyMac Financial (PFSI) as of Q3 2025, up from 219 in Q2 2025.
  • Funds reported $3.96B of PennyMac Financial stock for Q3 2025, up 29% quarter-over-quarter.
  • 48 funds opened new PennyMac Financial positions in Q3 2025 and 35 closed out, a net change of +13 holders.
  • The largest PennyMac Financial buyer in Q3 2025 was Fidelity Investments, an estimated $114M added.
  • The largest PennyMac Financial seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $73.1M sold.

Based on aggregated 13F filings for Q3 2025.