PLMR icon

Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
ECM
251
Evergreen Capital Management
Washington
$354K
AWA
252
Arete Wealth Advisors
Illinois
$344K
NRD
253
Nebula Research & Development
New York
$335K
CGH
254
Crossmark Global Holdings
Texas
$332K
OAM
255
Oppenheimer Asset Management
New York
$328K
OIA
256
OneDigital Investment Advisors
Kansas
$317K
X
257
Xponance
Pennsylvania
$317K
SCA
258
Snowden Capital Advisors
New York
$315K
SAI
259
Systematic Alpha Investments
New Jersey
$309K
YMRC
260
Yorktown Management & Research Company
Virginia
$309K
SG Americas Securities
261
SG Americas Securities
New York
$305K
GAM
262
Gotham Asset Management
New York
$305K
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$286K
IA
264
Inspire Advisors
Idaho
$282K
DekaBank Deutsche Girozentrale
265
DekaBank Deutsche Girozentrale
Germany
$274K
AC
266
AlphaCore Capital
California
$259K
BC
267
Bridgefront Capital
Texas
$254K
PTC
268
Petrus Trust Company
Texas
$254K
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$252K
FIM
270
Freedom Investment Management
Connecticut
$248K
FCM
271
Fieldview Capital Management
Michigan
$245K
PAG
272
Private Advisor Group
New Jersey
$243K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$241K
A
274
AlphaQuest
New York
$233K
LBWM
275
Left Brain Wealth Management
Illinois
$231K