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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

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
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
$358K +$360K +2,322 New
ECM
252
Evergreen Capital Management
Washington
$354K +$11.3K +73 +3%
AWA
253
Arete Wealth Advisors
Illinois
$344K +$345K +2,229 New
NRD
254
Nebula Research & Development
New York
$335K -$932K -6,018 -73%
CGH
255
Crossmark Global Holdings
Texas
$332K +$35.1K +227 +12%
OAM
256
Oppenheimer Asset Management
New York
$328K -$324K -2,093 -50%
OIA
257
OneDigital Investment Advisors
Kansas
$317K +$318K +2,053 New
X
258
Xponance
Pennsylvania
$317K +$12.7K +82 +4%
SCA
259
Snowden Capital Advisors
New York
$315K +$82.5K +533 +35%
SAI
260
Systematic Alpha Investments
New Jersey
$309K
YMRC
261
Yorktown Management & Research Company
Virginia
$309K
SG Americas Securities
262
SG Americas Securities
New York
$305K +$306K +1,977 New
GAM
263
Gotham Asset Management
New York
$305K +$306K +1,976 New
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$286K +$11.5K +74 +4%
IA
265
Inspire Advisors
Idaho
$282K +$283K +1,829 New
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$274K +$166K +1,073 +152%
AC
267
AlphaCore Capital
California
$259K +$260K +1,681 New
BC
268
Bridgefront Capital
Texas
$254K +$255K +1,649 New
PTC
269
Petrus Trust Company
Texas
$254K -$73.2K -473 -22%
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$252K
FIM
271
Freedom Investment Management
Connecticut
$248K -$13.5K -87 -5%
FCM
272
Fieldview Capital Management
Michigan
$245K -$224K -1,445 -48%
PAG
273
Private Advisor Group
New Jersey
$243K +$244K +1,575 New
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$241K +$6.5K +42 +3%
A
275
AlphaQuest
New York
$233K -$228K -1,472 -49%

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.