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PMT

PennyMac Mortgage Investment
PMT

198 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 203 → 198 (-5)

2.67% less ownership

Funds ownership: 69.53% → 66.86% (-2.7%)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

15% less capital invested

Capital invested by funds: $884M → $748M (-$136M)

21% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 78

69% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $46.8M

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
62
Reduced
78
Closed
28
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$12M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.11M
3
Barclays
Barclays
United Kingdom
+$3.78M
4
Boston Partners
Boston Partners
Massachusetts
+$2.75M
5
UBS AM
UBS AM
Illinois
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.87M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.92M
3
IC
IEQ Capital
California
-$6.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.47M
5
Citigroup
Citigroup
New York
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$3.13M +$18.4K +1,443 +0.6%
Renaissance Technologies
27
Renaissance Technologies
New York
$3.06M -$224K -17,600 -7%
Norges Bank
28
Norges Bank
Norway
$2.98M -$1.54M -121,070 -34%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.88M +$1.21M +95,232 +74%
GA
30
GraniteShares Advisors
New York
$2.85M +$177K +13,871 +7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.84M +$1.92M +150,322 +214%
Ameriprise
32
Ameriprise
Minnesota
$2.79M -$225K -17,631 -8%
N
33
Nuveen
North Carolina
$2.65M -$604K -47,375 -19%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.59M -$6.92M -543,259 -73%
LPL Financial
35
LPL Financial
California
$2.59M -$168K -13,201 -6%
UBS Group
36
UBS Group
Switzerland
$2.39M -$2.75M -215,644 -54%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$2.35M +$1.53M +119,884 +190%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$2.15M +$2.13M +166,984 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.13M -$29.3K -2,300 -1%
KAS
40
Kestra Advisory Services
Texas
$2.05M -$8.27K -649 -0.4%
Bank of America
41
Bank of America
North Carolina
$2.03M +$285K +22,375 +17%
Goldman Sachs
42
Goldman Sachs
New York
$2.01M -$2M -157,107 -50%
Citigroup
43
Citigroup
New York
$1.85M -$3.66M -287,405 -67%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$1.76M -$802K -62,949 -31%
Wells Fargo
45
Wells Fargo
California
$1.72M +$77.9K +6,112 +5%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$153K -11,978 -9%
DFCM
47
Dark Forest Capital Management
Puerto Rico
$1.54M -$322K -25,256 -17%
XT
48
XTX Topco
Cayman Islands
$1.41M +$139K +10,928 +11%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.37M +$1.36M +106,609 New
Raymond James Financial
50
Raymond James Financial
Florida
$1.35M -$239K -18,719 -15%
1
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PMT Hedge Fund Activity: Q2 2025 in Review

198 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2025, worth a combined $748M — down 15% from $884M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PMT and 24 opened new positions — a net loss of 4 holders — while 78 trimmed existing stakes and 62 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $12M. The largest seller was BlackRock, cutting an estimated $8.87M.

  • 198 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2025, down from 203 in Q1 2025.
  • Funds reported $748M of PennyMac Mortgage Investment stock for Q2 2025, down 15% quarter-over-quarter.
  • 24 funds opened new PennyMac Mortgage Investment positions in Q2 2025 and 28 closed out, a net change of -4 holders.
  • The largest PennyMac Mortgage Investment buyer in Q2 2025 was Millennium Management, an estimated $12M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2025 was BlackRock, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2025.