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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
BWA
176
Basecamp Wealth Advisors
Washington
$4.85K
EWA
177
EverSource Wealth Advisors
Alabama
$4.8K +$2.59K +235 +123%
WT
178
Whittier Trust
California
$2.77K
AAS
179
Ameritas Advisory Services
Nebraska
$2.7K +$2.63K +239 New
IWC
180
Integrated Wealth Concepts
Massachusetts
$2.55K +$2.49K +226 New
CA
181
Clearstead Advisors
Ohio
$2.41K +$2.36K +214 New
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$2.04K -$2.54K -230 -56%
IAS
183
IMA Advisory Services
Colorado
$2.03K +$639 +58 +48%
VCM
184
Versant Capital Management
Arizona
$1.79K -$5.61K -509 -76%
CFM
185
Compass Financial Management
Florida
$1.59K +$1.55K +141 New
HNW
186
High Note Wealth
Minnesota
$1.59K +$1.55K +141 New
BIA
187
Bell Investment Advisors
California
$1.48K
SAM
188
Smartleaf Asset Management
Massachusetts
$1.37K
PIP
189
Philadelphia Investment Partners
New Jersey
$1.3K
RF
190
Rossby Financial
Florida
$1.08K -$11 -1 -1%
RWS
191
Retirement Wealth Solutions
Wisconsin
$982 +$628 +57 +190%
RIL
192
Rothschild Investment LLC
Illinois
$846 -$44 -4 -5%
WTC
193
WhitTier Trust Company
Nevada
$795
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$733 -$1.58K -143 -69%
KFAS
195
Keating Financial Advisory Services
Kansas
$688 -$88 -8 -12%
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$688
JWA
197
JFS Wealth Advisors
Pennsylvania
$587 +$573 +52 New
BGAI
198
Bruce G. Allen Investments
Colorado
$553
CFM
199
Cornerstone Financial Management
Massachusetts
$519 -$551 -50 -52%
WFA
200
West Financial Advisors
Iowa
$477 +$11 +1 +2%

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.