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PMT

PennyMac Mortgage Investment

210 hedge funds and large institutions have $707M invested in PennyMac Mortgage Investment in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

5.5% more ownership

Funds ownership: 66.44%71.94% (+5.5%)

5% more capital invested

Capital invested by funds: $674M → $707M (+$33M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 217210 (-7)

61% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $24.1M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
76
Reduced
63
Closed
33
Calls
$9.43M
Puts
$24.1M
Net Calls
-$14.7M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
151
Newbridge Financial Services Group
Florida
$33.8K
AF
152
Allworth Financial
California
$32.6K +$5.25K +476 +20%
S
153
SignatureFD
Georgia
$27.9K +$10.1K +915 +59%
PWPS
154
Pinnacle Wealth Planning Services
Ohio
$26.9K +$18.3K +1,662 +229%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$22.8K +$7.18K +652 +45%
RWM
156
Rialto Wealth Management
New York
$22.6K
US Bancorp
157
US Bancorp
Minnesota
$20.3K +$5.44K +494 +38%
PA
158
Parallel Advisors
California
$19.2K -$4.9K -445 -21%
SCM
159
Sterling Capital Management
North Carolina
$18.1K -$14.2K -1,287 -45%
SL
160
Salomon & Ludwin
Virginia
$17.2K -$2.31K -210 -12%
HI
161
Harbour Investments
Wisconsin
$17.2K -$1.32K -120 -7%
TWC
162
TD Waterhouse Canada
Ontario, Canada
$16.8K
KFP
163
Kerr Financial Planning
California
$16.7K
HCA
164
Harbor Capital Advisors
Illinois
$12K -$3.19K -289 -22%
C
165
Covestor
United Kingdom
$11K +$10.2K +922 +1,263%
UB
166
UMB Bank
Missouri
$10.4K +$7.1K +644 +228%
HFS
167
Hantz Financial Services
Michigan
$10K +$9.4K +853 +1,741%
EP
168
Essential Partners
California
$9.08K +$8.32K +755 +1,510%
HPWM
169
High Point Wealth Management
New Jersey
$9.02K
Optiver Holding
170
Optiver Holding
Netherlands
$6.94K +$6.78K +615 New
GCP
171
Gill Capital Partners
Colorado
$6.77K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$6.76K +$595 +54 +10%
LFG
173
Larson Financial Group
Missouri
$5.8K -$981 -89 -15%
LWM
174
Lodestone Wealth Management
Washington
$5.64K +$5.51K +500 New
JWM
175
JPL Wealth Management
Colorado
$5.18K +$5.06K +459 New

PMT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2026, worth a combined $707M — up 4.9% from $674M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PMT and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $6.65M.

  • 210 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2026, down from 217 in Q1 2026.
  • Funds reported $707M of PennyMac Mortgage Investment stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 32 funds opened new PennyMac Mortgage Investment positions in Q2 2026 and 33 closed out, a net change of -1 holder.
  • The largest PennyMac Mortgage Investment buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $10.3M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2026 was Royal Bank of Canada, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2026.