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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$234K -$133K -1,068 -35%
VI
227
Vestcor Inc
New Brunswick, Canada
$234K +$127K +1,016 +108%
GC
228
Globeflex Capital
California
$228K +$238K +1,909 New
ACM
229
Aquatic Capital Management
Illinois
$225K +$120K +962 +104%
JSW
230
Journey Strategic Wealth
New Jersey
$222K -$11.2K -90 -5%
CGH
231
Crossmark Global Holdings
Texas
$219K +$250 +2 +0.1%
HIA
232
Harbor Investment Advisory
Maryland
$217K +$227K +1,817 New
PS
233
Principal Securities
Iowa
$217K +$28.2K +226 +14%
SWP
234
Significant Wealth Partners
Illinois
$210K +$5.12K +41 +2%
YC
235
Yarbrough Capital
Tennessee
$202K -$457K -3,658 -68%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$175K +$2.37K +19 +1%
CJ
237
Caitlin John
Michigan
$162K -$70K -561 -29%
GI
238
GAMMA Investing
California
$143K -$2.12K -17 -1%
AF
239
Avanza Fonder
Sweden
$143K
C
240
Covestor
United Kingdom
$136K -$14.9K -119 -9%
NAAA
241
New Age Alpha Advisors
New York
$135K -$2K -16 -1%
KBC Group
242
KBC Group
Belgium
$122K +$34.9K +280 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
243
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$108K +$113K +902 New
Ensign Peak Advisors
244
Ensign Peak Advisors
Utah
$95.6K -$138K -1,102 -58%
SPIA
245
Steward Partners Investment Advisory
New York
$91.9K +$73.6K +590 +330%
IA
246
IFP Advisors
Florida
$89.7K +$10.9K +87 +13%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$84.4K -$5.37K -43 -6%
IAIM
248
International Assets Investment Management
Florida
$82.7K
PWPS
249
Pinnacle Wealth Planning Services
Ohio
$62.4K +$3.12K +25 +5%
KAS
250
Kemnay Advisory Services
New York
$60.8K +$63.5K +509 New