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PMT

PennyMac Mortgage Investment

203 hedge funds and large institutions have $884M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $724M → $884M (+$160M)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.43% more ownership

Funds ownership: 66.1%69.53% (+3.4%)

1% more funds holding

Funds holding: 201203 (+2)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

42% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $43.4M

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
63
Reduced
66
Closed
31
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$49.4K +$46K +3,359 +27,992%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$47.8K +$29.6K +2,162 +197%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.6K +$1.57K +115 +4%
CCM
154
Coldstream Capital Management
Washington
$40.3K +$37.7K +2,749 New
MCM
155
MAI Capital Management
Ohio
$36.4K +$137 +10 +0.4%
PA
156
Parallel Advisors
California
$32.2K
PS
157
Principal Securities
Iowa
$30.2K
GI
158
GAMMA Investing
California
$29.8K +$18.7K +1,363 +204%
RWM
159
Rialto Wealth Management
New York
$29.3K
VCM
160
Versant Capital Management
Arizona
$25.9K -$6.49K -474 -21%
S
161
SignatureFD
Georgia
$23.7K +$1.47K +107 +7%
Nomura Asset Management
162
Nomura Asset Management
Japan
$23.1K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$22K -$19.5K -1,425 -48%
TWC
164
TD Waterhouse Canada
Ontario, Canada
$21.9K
IA
165
IFP Advisors
Florida
$18.4K -$11.8K -865 -41%
SAM
166
Smartleaf Asset Management
Massachusetts
$16.4K -$219 -16 -1%
US Bancorp
167
US Bancorp
Minnesota
$15.8K +$4.21K +307 +40%
NFSG
168
Newbridge Financial Services Group
Florida
$14.7K
HI
169
Harbour Investments
Wisconsin
$14.2K
ACM
170
Aster Capital Management
United Arab Emirates
$10K +$9.36K +683 New
A
171
AlphaQuest
New York
$9.77K +$959 +70 +12%
EWA
172
EverSource Wealth Advisors
Alabama
$9.2K +$2.48K +181 +40%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$8.44K +$1.15K +84 +17%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$7.34K -$82 -6 -1%
BIG
175
Brooklyn Investment Group
New York
$6.02K +$5.63K +411 New

PMT Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2025, worth a combined $884M — up 22% from $724M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PMT positions and 31 closed out — a net gain of 4 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $7.39M.

  • 203 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $884M of PennyMac Mortgage Investment stock for Q1 2025, up 22% quarter-over-quarter.
  • 35 funds opened new PennyMac Mortgage Investment positions in Q1 2025 and 31 closed out, a net change of +4 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2025 was Boston Partners, an estimated $14.2M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2025 was Goldman Sachs, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2025.