PLMR icon

Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
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
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$209K +$35.2K +256 +20%
SCA
252
Snowden Capital Advisors
New York
$207K +$207K +1,512 New
JG
253
Jain Global
New York
$206K +$206K +1,502 New
LCM
254
Landscape Capital Management
New Jersey
$205K +$205K +1,496 New
GC
255
Guggenheim Capital
Illinois
$204K +$204K +1,488 New
NAAA
256
New Age Alpha Advisors
New York
$185K +$185K +1,351 New
AF
257
Avanza Fonder
Sweden
$170K -$22.1K -156 -12%
C
258
Covestor
United Kingdom
$166K -$1.37K -10 -0.8%
KBC Group
259
KBC Group
Belgium
$156K +$13K +95 +9%
HFM
260
Harvest Fund Management
China
$146K +$146K +1,068 New
ACM
261
Aster Capital Management
United Arab Emirates
$132K +$132K +1,023 New
Jones Financial Companies
262
Jones Financial Companies
Missouri
$123K +$55.4K +405 +82%
TRCT
263
Tower Research Capital (TRC)
New York
$108K -$219K -1,597 -67%
GI
264
GAMMA Investing
California
$99.8K +$50.3K +367 +102%
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$96K -$146K -1,073 -60%
SS
266
SBI Securities
Japan
$85K +$75.1K +548 +761%
SOW
267
State of Wyoming
Wyoming
$76.1K -$26.2K -191 -26%
NA
268
NewEdge Advisors
Louisiana
$65.5K +$65.5K +478 New
SAM
269
Smartleaf Asset Management
Massachusetts
$62.2K +$5.61K +41 +10%
S
270
SignatureFD
Georgia
$60.5K +$548 +4 +0.9%
UFF
271
USA Financial Formulas
Michigan
$54.6K +$54.6K +398 New
NS
272
NBC Securities
Alabama
$53K +$53K +393 New
TH
273
TCTC Holdings
Texas
$52.2K +$28.1K +205 +116%
AP
274
Atwood & Palmer
Missouri
$48K – – –
OWA
275
Opal Wealth Advisors
New York
$46.1K +$46.1K +336 New
9 10
11
12 13