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Palomar

383 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
Squarepoint
226
Squarepoint
New York
$507K
Osaic Holdings
227
Osaic Holdings
Arizona
$505K
CWM
228
CIBC World Markets
New York
$501K
AI
229
Atria Investments
North Carolina
$500K
CIM
230
Contravisory Investment Management
Massachusetts
$452K
DAS
231
Diversify Advisory Services
Utah
$438K
BHCM
232
Brevan Howard Capital Management
Jersey
$435K
TRCT
233
Tower Research Capital (TRC)
New York
$422K
AA
234
ALPS Advisors
Colorado
$418K
SWP
235
Significant Wealth Partners
Illinois
$417K
AIP
236
Ameritas Investment Partners
Nebraska
$415K
PP
237
PDT Partners
New York
$412K
EA
238
Efficient Advisors
Ohio
$411K
LF
239
Lansforsakringar Fondforvaltning
Sweden
$410K
Truist Financial
240
Truist Financial
North Carolina
$402K
MF
241
Magnetar Financial
Illinois
$386K
VI
242
Versor Investments
New York
$386K
MML Investors Services
243
MML Investors Services
Massachusetts
$384K
Wolverine Trading
244
Wolverine Trading
Illinois
$383K
US Bancorp
245
US Bancorp
Minnesota
$365K
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$364K
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$363K
CIP
248
Convergence Investment Partners
Florida
$361K
DWM
249
Dakota Wealth Management
Florida
$359K
FAIM
250
Financial Advocates Investment Management
Washington
$358K