PLMR icon

Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
1
Invesco
Georgia
$123M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
4
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$51.3M
2
AIM
2
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
FGP
5
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
CIBC World Markets
New York
$501K -$388K -2,518 -44%
AI
227
Atria Investments
North Carolina
$500K +$92.5K +600 +23%
CIM
228
Contravisory Investment Management
Massachusetts
$452K -$2.62K -17 -0.6%
DAS
229
Diversify Advisory Services
Utah
$438K +$438K +3,557 New
BHCM
230
Brevan Howard Capital Management
Jersey
$435K +$435K +2,819 New
TRCT
231
Tower Research Capital (TRC)
New York
$422K +$300K +1,947 +248%
AA
232
ALPS Advisors
Colorado
$418K +$5.09K +33 +1%
SWP
233
Significant Wealth Partners
Illinois
$417K -$174K -1,126 -29%
AIP
234
Ameritas Investment Partners
Nebraska
$415K +$308 +2 +0.1%
PP
235
PDT Partners
New York
$412K – – –
EA
236
Efficient Advisors
Ohio
$411K +$411K +2,662 New
LF
237
Lansforsakringar Fondforvaltning
Sweden
$410K +$410K +2,659 New
Truist Financial
238
Truist Financial
North Carolina
$402K -$215K -1,394 -35%
MF
239
Magnetar Financial
Illinois
$386K +$386K +2,502 New
VI
240
Versor Investments
New York
$386K +$386K +2,500 New
MML Investors Services
241
MML Investors Services
Massachusetts
$384K +$70.2K +455 +22%
Wolverine Trading
242
Wolverine Trading
Illinois
$383K +$85.1K +555 +29%
US Bancorp
243
US Bancorp
Minnesota
$365K -$12.6K -82 -3%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$364K – – –
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$363K +$13.3K +90 +4%
CIP
246
Convergence Investment Partners
Florida
$361K +$361K +2,341 New
DWM
247
Dakota Wealth Management
Florida
$359K -$97.9K -635 -21%
FAIM
248
Financial Advocates Investment Management
Washington
$358K +$358K +2,322 New
ECM
249
Evergreen Capital Management
Washington
$354K +$11.3K +73 +3%
AWA
250
Arete Wealth Advisors
Illinois
$344K +$344K +2,229 New
8 9
10
11 12