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Palomar

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more funds holding

Funds holding: 278333 (+55)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

1.16% less ownership

Funds ownership: 91.66%90.51% (-1.2%)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.69M
Puts
$2.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
226
Baader Bank Aktiengesellschaft
Germany
$322K
DTL
227
Dynamic Technology Lab
Singapore
$314K
Fidelity Investments
228
Fidelity Investments
Massachusetts
$306K
ECM
229
Evergreen Capital Management
Washington
$305K
PTC
230
Petrus Trust Company
Texas
$290K
FFA
231
Florida Financial Advisors
Florida
$285K
MML Investors Services
232
MML Investors Services
Massachusetts
$279K
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$276K
PAS
234
Point72 Asia (Singapore)
Singapore
$275K
SAI
235
Systematic Alpha Investments
New Jersey
$274K
YMRC
236
Yorktown Management & Research Company
Virginia
$274K
LBWM
237
Left Brain Wealth Management
Illinois
$274K
X
238
Xponance
Pennsylvania
$270K
Wolverine Trading
239
Wolverine Trading
Illinois
$266K
CGH
240
Crossmark Global Holdings
Texas
$264K
Two Sigma Advisers
241
Two Sigma Advisers
New York
$247K
CC
242
Corton Capital
Ontario, Canada
$246K
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$244K
IC
244
IEQ Capital
California
$243K
MWM
245
Mindset Wealth Management
Indiana
$236K
FIM
246
Freedom Investment Management
Connecticut
$232K
HIS
247
Harvest Investment Services
Illinois
$226K
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$224K
USAA
249
United Services Automobile Association
Texas
$223K
QCM
250
Quantinno Capital Management
New York
$222K