We are live on ! Find out more
PLGO

Pelagos Insurance Capital

155 hedge funds and large institutions have $1.34B invested in Pelagos Insurance Capital in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1% less capital invested

Capital invested by funds: $1.36B → $1.34B (-$14.9M)

1.8% less ownership

Funds ownership: 74.89%73.09% (-1.8%)

2% less funds holding

Funds holding: 158155 (-3)

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
55
Reduced
46
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
126
North Capital
Utah
$33.2K +$33.1K +2,000 New
Federated Hermes
127
Federated Hermes
Pennsylvania
$30.2K -$17.5K -1,056 -37%
AB
128
Amalgamated Bank
New York
$29K
SCM
129
Sterling Capital Management
North Carolina
$26.7K +$12.5K +756 +89%
AWM
130
AllSquare Wealth Management
New York
$14.9K +$14.9K +900 New
EWA
131
EverSource Wealth Advisors
Alabama
$13.6K +$13.6K +823 New
W
132
WealthCollab
Washington
$10.4K
HCA
133
Harbor Capital Advisors
Illinois
$10K +$762 +46 +9%
Osaic Holdings
134
Osaic Holdings
Arizona
$8.34K -$14.1K -849 -63%
QL
135
Quarry LP
New York
$7.86K -$3.13K -189 -29%
MCM
136
MAI Capital Management
Ohio
$5.85K +$2.54K +153 +77%
IA
137
IFP Advisors
Florida
$5.7K +$5.62K +339 +6,780%
AF
138
Allworth Financial
California
$5.16K +$5.15K +311 New
GI
139
GAMMA Investing
California
$4.03K -$547 -33 -12%
TIM
140
Tortoise Investment Management
New York
$3.34K +$3.33K +201 New
RIL
141
Rothschild Investment LLC
Illinois
$2.49K +$828 +50 +50%
S
142
SignatureFD
Georgia
$2.14K +$1.18K +71 +122%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$1.28K -$4.69K -283 -79%
EP
144
Essential Partners
California
$1.21K +$1.21K +73 New
C
145
Covestor
United Kingdom
$1K -$812 -49 -56%
TWD
146
True Wealth Design
Ohio
$846 +$232 +14 +38%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$746
AssetMark Inc
148
AssetMark Inc
California
$663 +$663 +40 New
PWA
149
Physician Wealth Advisors
Utah
$647 +$646 +39 New
PFBT
150
Parkside Financial Bank & Trust
Missouri
$581 +$580 +35 New

PLGO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Pelagos Insurance Capital (PLGO) for Q2 2025, worth a combined $1.34B — down 1.1% from $1.36B a quarter earlier.

Fund positioning in PLGO was balanced in Q2 2025: 31 funds opened new positions, 31 closed out, 55 added to existing stakes and 46 trimmed.

The largest buyer was Cooperman Leon G, adding an estimated $16.7M. The largest seller was CVC Management Holdings II, cutting an estimated $51.5M.

  • 155 institutional investors held Pelagos Insurance Capital (PLGO) as of Q2 2025, down from 158 in Q1 2025.
  • Funds reported $1.34B of Pelagos Insurance Capital stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 31 funds opened new Pelagos Insurance Capital positions in Q2 2025 and 31 closed out, a net change of 0 holders.
  • The largest Pelagos Insurance Capital buyer in Q2 2025 was Cooperman Leon G, an estimated $16.7M added.
  • The largest Pelagos Insurance Capital seller in Q2 2025 was CVC Management Holdings II, an estimated $51.5M sold.

Based on aggregated 13F filings for Q2 2025.