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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Janney Capital Management
Pennsylvania
$280K
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$276K
HighTower Advisors
228
HighTower Advisors
Illinois
$273K
AWA
229
Arete Wealth Advisors
Illinois
$268K
SCA
230
Snowden Capital Advisors
New York
$267K
AIP
231
Ameritas Investment Partners
Nebraska
$257K
Two Sigma Advisers
232
Two Sigma Advisers
New York
$257K
ET
233
Entropy Technologies
New York
$257K
ATPW
234
Ashton Thomas Private Wealth
Arizona
$251K
X
235
Xponance
Pennsylvania
$242K
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$236K
YMRC
237
Yorktown Management & Research Company
Virginia
$234K
SAI
238
Systematic Alpha Investments
New Jersey
$234K
OWA
239
Outlook Wealth Advisors
Texas
$226K
CGH
240
Crossmark Global Holdings
Texas
$213K
Mariner
241
Mariner
Kansas
$209K
BC
242
Bridgefront Capital
Texas
$205K
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$203K
PD
244
Point72 (DIFC)
United Arab Emirates
$187K
MWPCG
245
Measured Wealth Private Client Group
New Hampshire
$184K
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$149K
NAAA
247
New Age Alpha Advisors
New York
$146K
AF
248
Avanza Fonder
Sweden
$140K
C
249
Covestor
United Kingdom
$131K
VI
250
Vestcor Inc
New Brunswick, Canada
$110K