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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
226
Mutual of America Capital Management
New York
$530K
FFA
227
Florida Financial Advisors
Florida
$520K
Squarepoint
228
Squarepoint
New York
$507K
CWM
229
CIBC World Markets
New York
$501K
AI
230
Atria Investments
North Carolina
$500K
SI
231
Severin Investments
Missouri
$465K
CIM
232
Contravisory Investment Management
Massachusetts
$452K
DAS
233
Diversify Advisory Services
Utah
$438K
BHCM
234
Brevan Howard Capital Management
Jersey
$435K
TRCT
235
Tower Research Capital (TRC)
New York
$422K
AA
236
ALPS Advisors
Colorado
$418K
SWP
237
Significant Wealth Partners
Illinois
$417K
AIP
238
Ameritas Investment Partners
Nebraska
$415K
PP
239
PDT Partners
New York
$412K
EA
240
Efficient Advisors
Ohio
$411K
LF
241
Lansforsakringar Fondforvaltning
Sweden
$410K
Truist Financial
242
Truist Financial
North Carolina
$402K
MF
243
Magnetar Financial
Illinois
$386K
VI
244
Versor Investments
New York
$386K
MML Investors Services
245
MML Investors Services
Massachusetts
$384K
Wolverine Trading
246
Wolverine Trading
Illinois
$383K
US Bancorp
247
US Bancorp
Minnesota
$365K
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$364K
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$363K
CIP
250
Convergence Investment Partners
Florida
$361K