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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

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
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
DWM
251
Dakota Wealth Management
Florida
$359K
FAIM
252
Financial Advocates Investment Management
Washington
$358K
ECM
253
Evergreen Capital Management
Washington
$354K
AWA
254
Arete Wealth Advisors
Illinois
$344K
NRD
255
Nebula Research & Development
New York
$335K
CGH
256
Crossmark Global Holdings
Texas
$332K
OAM
257
Oppenheimer Asset Management
New York
$328K
OIA
258
OneDigital Investment Advisors
Kansas
$317K
X
259
Xponance
Pennsylvania
$317K
SCA
260
Snowden Capital Advisors
New York
$315K
SAI
261
Systematic Alpha Investments
New Jersey
$309K
YMRC
262
Yorktown Management & Research Company
Virginia
$309K
SG Americas Securities
263
SG Americas Securities
New York
$305K
GAM
264
Gotham Asset Management
New York
$305K
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$286K
IA
266
Inspire Advisors
Idaho
$282K
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$274K
AC
268
AlphaCore Capital
California
$259K
BC
269
Bridgefront Capital
Texas
$254K
PTC
270
Petrus Trust Company
Texas
$254K
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$252K
FIM
272
Freedom Investment Management
Connecticut
$248K
FCM
273
Fieldview Capital Management
Michigan
$245K
PAG
274
Private Advisor Group
New Jersey
$243K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$241K