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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$58.1M |
| 3 |
1SP
140 Summer Partners
New York
|
+$48.3M |
| 4 |
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
Baltimore,
Maryland
|
-$73.1M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$28.5M |
| 3 |
CC
Conversant Capital
Summit,
New Jersey
|
-$26.5M |
| 4 |
Millennium Management
New York
|
-$17.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.9M |
PFSI Hedge Fund Activity: Q3 2025 in Review
230 of the 7,619 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.