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PLGO

Pelagos Insurance Capital

147 hedge funds and large institutions have $1.46B invested in Pelagos Insurance Capital in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

9% more capital invested

Capital invested by funds: $1.34B → $1.46B (+$122M)

0.24% less ownership

Funds ownership: 73.09%72.85% (-0.24%)

5% less funds holding

Funds holding: 155147 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

Holders
147
Holders Change
-8
Holders Change %
-5.16%
% of All Funds
1.93%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
18
Increased
57
Reduced
50
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$13K -$1.75K -105 -13%
AF
127
Allworth Financial
California
$12.6K +$6.41K +384 +123%
ACM
128
Aster Capital Management
United Arab Emirates
$11.5K +$10.5K +632 New
W
129
WealthCollab
Washington
$11.4K
HCA
130
Harbor Capital Advisors
Illinois
$11K +$150 +9 +2%
Optiver Holding
131
Optiver Holding
Netherlands
$9.15K +$8.41K +504 New
RIL
132
Rothschild Investment LLC
Illinois
$7.26K +$4.17K +250 +167%
S
133
SignatureFD
Georgia
$6.26K +$3.6K +216 +167%
EP
134
Essential Partners
California
$5.35K +$3.7K +222 +304%
CMBA
135
C.M. Bidwell & Associates
Hawaii
$4.77K +$4.39K +263 New
TIM
136
Tortoise Investment Management
New York
$3.68K +$33 +2 +1%
MCM
137
MAI Capital Management
Ohio
$3.63K -$2.55K -153 -43%
IA
138
IFP Advisors
Florida
$2.85K -$3.12K -187 -54%
SA
139
Strategic Advocates
Utah
$2.47K +$2.27K +136 New
CA
140
Clearstead Advisors
Ohio
$2.32K +$1.64K +98 +327%
GI
141
GAMMA Investing
California
$1.76K -$2.44K -146 -60%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$1.4K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$817
TWD
144
True Wealth Design
Ohio
$781 -$133 -8 -16%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$545 -$83 -5 -14%
GRP
146
Global Retirement Partners
California
$417
PFMOSF
147
Philadelphia Financial Management of San Francisco
California
-$10.6M -639,293 Closed
Lazard Asset Management
148
Lazard Asset Management
New York
-$3.94M -237,388 Closed
Two Sigma Advisers
149
Two Sigma Advisers
New York
-$2.76M -166,400 Closed
Citadel Advisors
150
Citadel Advisors
Florida
-$2.03M -122,669 Closed

PLGO Hedge Fund Activity: Q3 2025 in Review

147 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Pelagos Insurance Capital (PLGO) for Q3 2025, worth a combined $1.46B — up 9.1% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PLGO and 18 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 57 added.

The largest buyer was Royce & Associates, adding an estimated $25.5M. The largest seller was American Century Companies, cutting an estimated $23.6M.

  • 147 institutional investors held Pelagos Insurance Capital (PLGO) as of Q3 2025, down from 155 in Q2 2025.
  • Funds reported $1.46B of Pelagos Insurance Capital stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 18 funds opened new Pelagos Insurance Capital positions in Q3 2025 and 24 closed out, a net change of -6 holders.
  • The largest Pelagos Insurance Capital buyer in Q3 2025 was Royce & Associates, an estimated $25.5M added.
  • The largest Pelagos Insurance Capital seller in Q3 2025 was American Century Companies, an estimated $23.6M sold.

Based on aggregated 13F filings for Q3 2025.