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PMT

PennyMac Mortgage Investment

218 hedge funds and large institutions have $717M invested in PennyMac Mortgage Investment in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

13% more funds holding

Funds holding: 193218 (+25)

1% more capital invested

Capital invested by funds: $709M → $717M (+$8.12M)

0.92% less ownership

Funds ownership: 66.48%65.56% (-0.92%)

10% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 77

96% less call options, than puts

Call options by funds: $2.13M | Put options by funds: $56M

Holders
218
Holders Change
+25
Holders Change %
+12.95%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
69
Reduced
77
Closed
15
Calls
$2.13M
Puts
$56M
Net Calls
-$53.9M
Net Calls Change
+$2.14M

PMT Hedge Fund Activity: Q4 2025 in Review

218 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q4 2025, worth a combined $717M — up 1.1% from $709M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PMT positions and 15 closed out — a net gain of 25 holders — while 69 added to existing stakes and 77 trimmed.

The largest buyer was Nuveen, adding an estimated $9M. The largest seller was Millennium Management, cutting an estimated $16.5M.

  • 218 institutional investors held PennyMac Mortgage Investment (PMT) as of Q4 2025, up from 193 in Q3 2025.
  • Funds reported $717M of PennyMac Mortgage Investment stock for Q4 2025, up 1.1% quarter-over-quarter.
  • 40 funds opened new PennyMac Mortgage Investment positions in Q4 2025 and 15 closed out, a net change of +25 holders.
  • The largest PennyMac Mortgage Investment buyer in Q4 2025 was Nuveen, an estimated $9M added.
  • The largest PennyMac Mortgage Investment seller in Q4 2025 was Millennium Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2025.