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PennyMac Financial
PFSI

231 hedge funds and large institutions have $2.94B invested in PennyMac Financial in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $140M | Put options by funds: $96.5M

18% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 72

4.36% more ownership

Funds ownership: 60.08% → 64.43% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

12% less funds holding

Funds holding: 263 → 231 (-32)

29% less capital invested

Capital invested by funds: $4.12B → $2.94B (-$1.18B)

36% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 73

Holders
231
Holders Change
-32
Holders Change %
-12.17%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
47
Increased
85
Reduced
72
Closed
73
Calls
$140M
Puts
$96.5M
Net Calls
+$43.6M
Net Calls Change
+$65.2M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$250M
2
DSC
Donald Smith & Co
New York
+$148M
3
Citadel Advisors
Citadel Advisors
Florida
+$78.8M
4
BCM
BlueCrest Capital Management
Jersey
+$37.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$159M
2
1SP
140 Summer Partners
New York
-$88.3M
3
Invesco
Invesco
Georgia
-$77.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$68M
5
JP Morgan Chase
JP Morgan Chase
New York
-$43.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1
MFN Partners
Massachusetts
$396M – – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$315M -$300K -2,787 -0.1%
Millennium Management
3
Millennium Management
New York
$209M +$250M +2,325,644 +3,869%
BlackRock
4
BlackRock
New York
$193M -$970K -9,022 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$167M +$13.6M +126,902 +7%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$145M +$178M +1,658,085 New
DSC
7
Donald Smith & Co
New York
$120M +$148M +1,372,204 New
VCM
8
Vanguard Capital Management
Pennsylvania
$113M +$139M +1,292,585 New
Citadel Advisors
9
Citadel Advisors
Florida
$101M +$78.8M +732,864 +172%
State Street
10
State Street
Massachusetts
$74.9M +$4.62M +42,996 +5%
Invesco
11
Invesco
Georgia
$74.2M -$77.4M -720,071 -46%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$65.5M -$159M -1,477,290 -66%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.9M +$1.68M +15,640 +2%
Goldman Sachs
14
Goldman Sachs
New York
$58.5M +$11.4M +105,934 +19%
SM
15
Senvest Management
New York
$44.5M +$9.82M +91,300 +22%
Charles Schwab
16
Charles Schwab
California
$41M +$2.94M +27,371 +6%
BCM
17
Basswood Capital Management
New York
$40.3M -$9.63M -89,575 -16%
American Century Companies
18
American Century Companies
Missouri
$37.8M +$592K +5,503 +1%
Bank of America
19
Bank of America
North Carolina
$33.2M +$25.9M +240,902 +174%
Boston Partners
20
Boston Partners
Massachusetts
$31.8M +$4.12M +38,277 +12%
BCM
21
BlueCrest Capital Management
Jersey
$30.7M +$37.8M +351,095 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$27.1M +$32.2M +299,492 +2,887%
KPM
23
Kinetic Partners Management
Florida
$27M +$19.7M +182,900 +145%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$23.8M +$29.3M +272,270 New
Northern Trust
25
Northern Trust
Illinois
$23.4M +$942K +8,760 +3%
1
2 3 4 5

PFSI Hedge Fund Activity: Q1 2026 in Review

231 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2026, worth a combined $2.94B — down 29% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of PFSI and 47 opened new positions — a net loss of 26 holders — while 72 trimmed existing stakes and 85 added.

The largest buyer was Millennium Management, adding an estimated $250M. The largest seller was Fidelity Investments, cutting an estimated $159M.

  • 231 institutional investors held PennyMac Financial (PFSI) as of Q1 2026, down from 263 in Q4 2025.
  • Funds reported $2.94B of PennyMac Financial stock for Q1 2026, down 29% quarter-over-quarter.
  • 47 funds opened new PennyMac Financial positions in Q1 2026 and 73 closed out, a net change of -26 holders.
  • The largest PennyMac Financial buyer in Q1 2026 was Millennium Management, an estimated $250M added.
  • The largest PennyMac Financial seller in Q1 2026 was Fidelity Investments, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2026.