Who Owns PennyMac Financial Services, Inc. (PFSI)?Hedge Fund & Institutional Holders

$84.25-0.36 (-0.43%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

9.075725744406183e+277%

QoQ Change in Holders

+6 / -3

Price History

$84.14$102.97$121.80$140.63$159.46Sep 24Jun 25Mar 26

PFSI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
140 Summer Partners LPIncreased+224K+$33.1B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+216K+$28.5B
Invesco Ltd.Increased+106K+$25.6B
Lightrock Netherlands B.V.New Position+124K+$16.4B
Concentric Capital Strategies, LPIncreased+70K+$9.3B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+72K+$9.0B
DARK FOREST CAPITAL MANAGEMENT LPIncreased+66K+$8.3B
Senator Investment Group LPIncreased+32K+$6.2B
Kinetic Partners Management, LPIncreased+38K+$5.7B
Interval Partners, LPIncreased+37K+$5.1B
BALYASNY ASSET MANAGEMENT L.P.New Position+45K+$5.0B
IMC-Chicago, LLCNew Position+29K+$3.8B
TWINBEECH CAPITAL LPNew Position+27K+$3.6B
1832 Asset Management L.P.Increased+22K+$2.5B
RENAISSANCE TECHNOLOGIES LLCIncreased+13K+$1.6B

PFSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Holocene Advisors, LPDecreased-243K-$30.4B
CITADEL ADVISORS LLCDecreased-257K-$29.5B
GOLDMAN SACHS GROUP INCDecreased-143K-$15.5B
TWO SIGMA ADVISERS, LPDecreased-112K-$14.3B
Brandywine Global Investment Management, LLCClosed Position-108K-$13.4B
Boston PartnersDecreased-111K-$11.5B
TWO SIGMA INVESTMENTS, LPDecreased-98K-$10.5B
UBS Group AGDecreased-82K-$9.5B
GOLDENTREE ASSET MANAGEMENT LPDecreased-69K-$6.7B
Atom Investors LPClosed Position-52K-$6.4B
Hudson Bay Capital Management LPDecreased-22K-$5.6B
EMG Holdings, L.P.Decreased-32K-$4.5B
Advantage Alpha Capital Partners LPClosed Position-28K-$3.5B
JPMORGAN CHASE & CODecreased-49K-$3.3B
NORTHERN TRUST CORPDecreased-24K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MFN Partners Management, LP4,531,792$597.5B12.69%Share
2FMR LLC2,100,099$276.0B14.07%Share
3DIMENSIONAL FUND ADVISORS LP1,660,720$218.0B45.73%Share
4Invesco Ltd.1,400,819$184.7B28.32%Share
5140 Summer Partners LP669,892$88.3B6.53%Share
6BASSWOOD CAPITAL MANAGEMENT, L.L.C.550,927$72.6B2.94%Share
7JPMORGAN CHASE & CO500,822$66.0B4.14%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP496,200$65.0B7.49%Put
9GOLDMAN SACHS GROUP INC492,327$64.0B7.89%Share
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC441,401$58.0B9.01%Share
11AMERICAN CENTURY COMPANIES INC426,982$56.0B28.15%Share
12Senvest Management, LLC417,333$55.0B1.70%Share
13CITADEL ADVISORS LLC344,893$45.0B6.76%Share
14AMERIPRISE FINANCIAL INC324,149$42.0B9.49%Share
15Boston Partners286,732$38.0B39.34%Share
16Senator Investment Group LP287,093$37.9B1.52%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP285,700$37.0B4.26%Call
18NORTHERN TRUST CORP228,178$30.0B3.82%Share
19GOLDENTREE ASSET MANAGEMENT LP227,377$29.9B1.62%Share
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/215,993$28.5B9.18%Share
21TWO SIGMA INVESTMENTS, LP213,171$28.0B39.49%Share
22PALISADE CAPITAL MANAGEMENT, LP183,469$24.2B0.72%Share
23PEAK6 LLC184,400$24.0B44.65%Call
24Flat Footed LLC130,000$17.1B1.87%Put
25Kinetic Partners Management, LP125,900$16.6B0.81%Share
26Lightrock Netherlands B.V.124,313$16.4B3.40%Share
27Twin Tree Management, LP112,700$14.9B129.63%Call
28FMR LLC109,562$14.0B0.71%Share
29BANK OF AMERICA CORP /DE/109,107$14.0B1.02%Share
30DIMENSIONAL FUND ADVISORS LP102,941$13.0B2.73%Share
31Concentric Capital Strategies, LP86,478$11.4B0.55%Share
32ALLIANCEBERNSTEIN L.P.86,390$11.0B3.47%Share
33CITADEL ADVISORS LLC80,391$10.0B1.50%Share
34DARK FOREST CAPITAL MANAGEMENT LP83,391$10.0B0.46%Share
35UBS Group AG72,588$9.6B1.55%Share
36NEW YORK STATE COMMON RETIREMENT FUND72,201$9.0B12.01%Share
37Interval Partners, LP68,319$9.0B161.12%Share
38BARCLAYS PLC65,904$8.0B1.92%Share
39Swiss National Bank61,200$8.0B4.76%Share
40GOLDMAN SACHS GROUP INC65,568$8.0B0.99%Share
41Nuveen, LLC61,794$8.0B2.09%Share
42TD ASSET MANAGEMENT INC63,174$8.0B6.44%Share
43Invesco Ltd.60,450$8.0B1.22%Share
44TWO SIGMA ADVISERS, LP60,000$7.0B13.61%Share
45JPMORGAN CHASE & CO56,954$7.0B0.44%Share
46Nuveen, LLC56,964$7.0B1.83%Share
47MILLENNIUM MANAGEMENT LLC60,116$7.0B2.94%Share
481832 Asset Management L.P.58,600$7.0B5.33%Share
49Twin Tree Management, LP52,100$6.9B59.92%Put
50BALYASNY ASSET MANAGEMENT L.P.45,391$5.0B6.35%Share

PFSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025261$2.4T+89
Q3 2025172$2.1T-16
Q2 2025188$1.6T-13
Q1 2025201$2.0T+6
Q4 2024195$3.1T+27
Q3 2024168$40.4T+13
Q2 2024155$69.4T-7
Q1 2024162$34.0T—

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As of Q4 2025, 50 institutional investors hold PFSI (PennyMac Financial Services, Inc.). The largest holder is MFN Partners Management, LP with $597.5B in shares. This quarter, 6 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PFSI?

As of Q4 2025, 50 institutional investors report holding PFSI (PennyMac Financial Services, Inc.) in their 13F filings.

Who is the largest institutional holder of PFSI?

The largest institutional holder of PFSI is MFN Partners Management, LP with $597.5B in shares.

Is institutional ownership of PFSI increasing or decreasing?

This quarter, 6 institutions opened new positions in PFSI and 3 closed their positions.