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Palomar

336 hedge funds and large institutions have $3.24B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 110 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:

2.03% more ownership

Funds ownership: 88.83%90.86% (+2%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

4% less funds holding

Funds holding: 350336 (-14)

Holders
336
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
AC
226
AlphaCore Capital
California
$206K
JF
227
Jump Financial
Illinois
$201K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$195K
CA
229
Clearstead Advisors
Ohio
$189K
TRCT
230
Tower Research Capital (TRC)
New York
$177K
C
231
Covestor
United Kingdom
$169K
GI
232
GAMMA Investing
California
$164K
AF
233
Avanza Fonder
Sweden
$161K
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$155K
NAAA
235
New Age Alpha Advisors
New York
$154K
VI
236
Vestcor Inc
New Brunswick, Canada
$127K
ACM
237
Aquatic Capital Management
Illinois
$124K
GRP
238
Global Retirement Partners
California
$116K
HI
239
Horizon Investments
North Carolina
$111K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$101K
National Bank of Canada
241
National Bank of Canada
Quebec, Canada
$101K
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$101K
KBC Group
243
KBC Group
Belgium
$99K
IAIM
244
International Assets Investment Management
Florida
$95.5K
SAM
245
Smartleaf Asset Management
Massachusetts
$90.7K
Jones Financial Companies
246
Jones Financial Companies
Missouri
$90.6K
IA
247
IFP Advisors
Florida
$89.5K
PWPS
248
Pinnacle Wealth Planning Services
Ohio
$67K
Osaic Holdings
249
Osaic Holdings
Arizona
$66.8K
FFA
250
Farther Finance Advisors
California
$66K