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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
WI
126
Westbourne Investments
Virginia
$164K -$468K -36,700 -74%
LAM
127
Longboard Asset Management
Arizona
$163K – – –
QCG
128
Quadrant Capital Group
Ohio
$161K – – –
QCM
129
Quantinno Capital Management
New York
$158K +$624 +49 +0.4%
TRCT
130
Tower Research Capital (TRC)
New York
$144K +$75.9K +5,954 +113%
MOACM
131
Mutual of America Capital Management
New York
$144K -$18.8K -1,472 -12%
IC
132
IEQ Capital
California
$143K -$6.51M -510,617 -98%
CWM
133
CIBC World Markets
New York
$138K -$109K -8,528 -44%
MI
134
Motiv8 Investments
Florida
$138K -$10.4K -817 -7%
EFS
135
Essex Financial Services
Connecticut
$130K +$828 +65 +0.6%
SEI Investments
136
SEI Investments
Pennsylvania
$129K – – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$121K -$6.77K -531 -5%
AIP
138
Ameritas Investment Partners
Nebraska
$113K – – –
ACM
139
Advent Capital Management
New York
$97.5K – – –
CWM
140
Cranbrook Wealth Management
Michigan
$90.4K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$64.8K -$14K -1,096 -18%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$62.5K +$20.4K +1,599 +49%
SPIA
143
Steward Partners Investment Advisory
New York
$59.5K – – –
PFBT
144
Parkside Financial Bank & Trust
Missouri
$46.5K +$3.11K +244 +7%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K -$484 -38 -1%
MCM
146
MAI Capital Management
Ohio
$32.6K +$650 +51 +2%
S
147
SignatureFD
Georgia
$32K +$11.1K +870 +54%
SCM
148
Sterling Capital Management
North Carolina
$30K -$356K -27,920 -92%
PA
149
Parallel Advisors
California
$27.6K -$675 -53 -2%
AF
150
Allworth Financial
California
$27.2K +$25.5K +2,003 +1,742%
4 5
6
7 8

PMT Hedge Fund Activity: Q2 2025 in Review

198 of the 7,596 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.