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Palomar

384 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 141 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: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
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
FAIM
251
Financial Advocates Investment Management
Washington
$358K
ECM
252
Evergreen Capital Management
Washington
$354K
AWA
253
Arete Wealth Advisors
Illinois
$344K
NRD
254
Nebula Research & Development
New York
$335K
CGH
255
Crossmark Global Holdings
Texas
$332K
OAM
256
Oppenheimer Asset Management
New York
$328K
OIA
257
OneDigital Investment Advisors
Kansas
$317K
X
258
Xponance
Pennsylvania
$317K
SCA
259
Snowden Capital Advisors
New York
$315K
YMRC
260
Yorktown Management & Research Company
Virginia
$309K
SAI
261
Systematic Alpha Investments
New Jersey
$309K
SG Americas Securities
262
SG Americas Securities
New York
$305K
GAM
263
Gotham Asset Management
New York
$305K
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$286K
IA
265
Inspire Advisors
Idaho
$282K
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$274K
AC
267
AlphaCore Capital
California
$259K
BC
268
Bridgefront Capital
Texas
$254K
PTC
269
Petrus Trust Company
Texas
$254K
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$252K
FIM
271
Freedom Investment Management
Connecticut
$248K
FCM
272
Fieldview Capital Management
Michigan
$245K
PAG
273
Private Advisor Group
New Jersey
$243K
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$241K
A
275
AlphaQuest
New York
$233K