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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
Optiver Holding
176
Optiver Holding
Netherlands
$6.02K
HFS
177
Hantz Financial Services
Michigan
$6K +$5.63K +411 New
WSFS
178
Wilmington Savings Fund Society
Delaware
$5.58K
HCA
179
Harbor Capital Advisors
Illinois
$5K -$18.8K -1,376 -80%
WT
180
Whittier Trust
California
$4.72K
UB
181
UMB Bank
Missouri
$4.25K +$1.56K +114 +65%
AF
182
Atala Financial
California
$3.66K
Jones Financial Companies
183
Jones Financial Companies
Missouri
$2.49K
CA
184
CoreCap Advisors
Michigan
$2.17K +$68 +5 +3%
RIL
185
Rothschild Investment LLC
Illinois
$2.12K +$1.16K +85 +142%
HNB
186
Huntington National Bank
Ohio
$2.04K
C
187
Covestor
United Kingdom
$2K -$2.48K -181 -62%
BIA
188
Bell Investment Advisors
California
$1.92K
ZBNA
189
Zions Bancorporation, National Association
Utah
$1.89K +$1.77K +129 New
SIS
190
Sound Income Strategies
Florida
$1.73K
SW
191
SVB Wealth
Massachusetts
$1.66K +$1.55K +113 New
AF
192
Allworth Financial
California
$1.39K -$41.1K -3,002 -96%
WTC
193
WhitTier Trust Company
Nevada
$1.1K
CAL
194
Capital Advisors Ltd
Ohio
$1K +$863 +63 +225%
Bessemer Group
195
Bessemer Group
New Jersey
$1K +$904 +66 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$923 +$863 +63 New
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$894
FFA
198
Farther Finance Advisors
California
$672
WFA
199
West Financial Advisors
Iowa
$530 -$1.36K -99 -73%
BGAI
200
Bruce G. Allen Investments
Colorado
$513 +$479 +35 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.