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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$12M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.11M |
| 3 |
Barclays
London,
United Kingdom
|
+$3.78M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$2.75M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$8.87M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$6.92M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
-$6.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.47M |
| 5 |
Citigroup
New York
|
-$3.66M |
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.