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Palomar

339 hedge funds and large institutions have $3.25B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 111 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.07% more ownership

Funds ownership: 88.83%90.89% (+2.1%)

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

3% less funds holding

Funds holding: 351339 (-12)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$214K
ACP
227
Arcus Capital Partners
Georgia
$209K
AC
228
AlphaCore Capital
California
$206K
JF
229
Jump Financial
Illinois
$201K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$195K
CA
231
Clearstead Advisors
Ohio
$189K
TRCT
232
Tower Research Capital (TRC)
New York
$177K
C
233
Covestor
United Kingdom
$169K
GI
234
GAMMA Investing
California
$164K
AF
235
Avanza Fonder
Sweden
$161K
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$155K
NAAA
237
New Age Alpha Advisors
New York
$154K
VI
238
Vestcor Inc
New Brunswick, Canada
$127K
ACM
239
Aquatic Capital Management
Illinois
$124K
GRP
240
Global Retirement Partners
California
$116K
HI
241
Horizon Investments
North Carolina
$111K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$101K
National Bank of Canada
243
National Bank of Canada
Quebec, Canada
$101K
MWPCG
244
Measured Wealth Private Client Group
New Hampshire
$101K
KBC Group
245
KBC Group
Belgium
$99K
IAIM
246
International Assets Investment Management
Florida
$95.5K
SAM
247
Smartleaf Asset Management
Massachusetts
$90.7K
Jones Financial Companies
248
Jones Financial Companies
Missouri
$90.6K
IA
249
IFP Advisors
Florida
$89.5K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$67K