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Palomar

336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

127% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $2.51M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more capital invested

Capital invested by funds: $2.57B → $3.34B (+$776M)

20% more funds holding

Funds holding: 279336 (+57)

0.37% less ownership

Funds ownership: 91.72%91.35% (-0.37%)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+57
Holders Change %
+20.43%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
113
Reduced
115
Closed
21
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$335K +$98.5K +831 +51%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$325K +$22.5K +190 +9%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$324K
BBA
229
Baader Bank Aktiengesellschaft
Germany
$322K +$283K +2,392 New
DTL
230
Dynamic Technology Lab
Singapore
$314K +$271K +2,290 New
Fidelity Investments
231
Fidelity Investments
Massachusetts
$306K +$64.6K +545 +32%
ECM
232
Evergreen Capital Management
Washington
$305K +$14.5K +122 +6%
PTC
233
Petrus Trust Company
Texas
$290K +$251K +2,117 New
FFA
234
Florida Financial Advisors
Florida
$285K +$245K +2,071 New
MML Investors Services
235
MML Investors Services
Massachusetts
$279K +$241K +2,033 New
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$276K +$239K +2,017 New
PAS
237
Point72 Asia (Singapore)
Singapore
$275K +$238K +2,009 New
SAI
238
Systematic Alpha Investments
New Jersey
$274K
LBWM
239
Left Brain Wealth Management
Illinois
$274K +$237K +2,000 New
YMRC
240
Yorktown Management & Research Company
Virginia
$274K +$237K +2,000 New
X
241
Xponance
Pennsylvania
$270K +$233K +1,970 New
Wolverine Trading
242
Wolverine Trading
Illinois
$266K -$213K -1,797 -48%
CGH
243
Crossmark Global Holdings
Texas
$264K -$3.44K -29 -1%
Two Sigma Advisers
244
Two Sigma Advisers
New York
$247K -$379K -3,200 -64%
CC
245
Corton Capital
Ontario, Canada
$246K +$213K +1,794 New
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$244K +$211K +1,782 New
IC
247
IEQ Capital
California
$243K +$210K +1,772 New
MWM
248
Mindset Wealth Management
Indiana
$236K +$204K +1,719 New
FIM
249
Freedom Investment Management
Connecticut
$232K -$81.5K -688 -29%
HIS
250
Harvest Investment Services
Illinois
$226K +$195K +1,647 New

PLMR Hedge Fund Activity: Q1 2025 in Review

336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.

  • 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
  • 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
  • The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
  • The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.