Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PENNYMAC FINL SVCS INC NEW (PFSI)

263 + Investors. Track Smart Money conviction in PFSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — PFSI

Based on 252 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PFSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
252 hedge funds hold PFSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

139 buying112 selling
Last quarter: 139 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new PFSI position: 31 → 43 → 46 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
146 out of 252 hedge funds have held PFSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

30 → 31 → 43 → 46 → 57 new funds/Q
New funds entering each quarter: 31 → 43 → 46 → 57. A growing number of institutions are discovering PFSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 263 current holders: 170 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
38 of 252 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PFSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PFSI

In 2025 Q4, 139 hedge funds were net buyers of PFSI (57 opened a new position, 82 added to an existing one), while 112 reduced or exited (85 trimmed, 27 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in PFSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 252.

Hedge Fund Ownership: PFSI

How many hedge funds hold PFSI — quarterly history vs. share price
Quarterly hedge fund ownership of PFSI vs. share price

Market Analysis: PFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFSI

Financial Services Mortgage Finance

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PFSI
2026 Q1 Stats Unlock in 6 days 263 + Investors

Track Smart Money conviction in PFSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 263 236 11.44%
13F Shares 30M 34M -11.02%
Total Value $3.83B $4.06B -5.55%
New Positions 57 46 +11
Increased Positions 93 92 +1
Closed Positions 30 35 -5
Reduced Positions 99 97 +2
Total Calls 6 10 -40.0%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: PFSI

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Financial Highlights

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Institutional Holders (2026 Q1)

263 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFSI. Verified SEC 13F-HR filings.

Top 25 institutional holders of PFSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lightrock Netherlands B.V. 2.84% 152,213 $13.3M
2 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 1.27% 145,963 $12.8M
3 BW Gestao de Investimentos Ltda. 0.25% 87,500 $7.6M
4 Optimize Financial Inc 0.24% 5,526 $483K
5 Alamea Verwaltungs GmbH 0.22% 3,408 $298K
6 FOX RUN MANAGEMENT, L.L.C. 0.17% 11,316 $961K
7 Alteri Wealth LLC 0.10% 3,365 $294K
8 Y-Intercept (Hong Kong) Ltd 0.07% 43,605 $3.8M
9 PEAK6 LLC 0.06% 286,600 $25.0M
10 Boston Partners 0.03% 362,101 $31.8M
11 Cooper Financial Group 0.03% 3,099 $271K
12 HOHIMER WEALTH MANAGEMENT, LLC 0.03% 2,455 $215K
13 NAVELLIER & ASSOCIATES INC 0.02% 2,500 $218K
14 AlphaQuest LLC 0.02% 2,857 $377K
15 WINTON GROUP Ltd 0.02% 5,400 $472K
16 Vise Technologies, Inc. 0.01% 5,563 $733K
17 One Capital Management, LLC 0.01% 4,831 $422K
18 NewEdge Wealth, LLC 0.01% 10,400 $909K
19 GROUP ONE TRADING LLC 0.01% 51,832 $4.5M
20 State of New Jersey Common Pension Fund D 0.01% 23,841 $2.1M
21 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% 1,658,085 $144.9M
22 Covestor Ltd 0.01% 124 —
23 Walleye Capital LLC 0.01% 19,940 $1.7M
24 Parkside Financial Bank & Trust 0.01% 1,058 $92K
25 Ameritas Investment Partners, Inc. 0.01% 2,375 $208K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PENNYMAC FINL SVCS INC NEW (PFSI)

What does the Smart Money Trend signal show for PFSI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PFSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFSI?

Slight buying edge — 55% buying: Last quarter: 139 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFSI holders?

Elite ownership — 52% AUM from top-100 funds: 38 of 252 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PFSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFSI?

58% of holders stayed for 2+ years: 146 out of 252 hedge funds have held PFSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.