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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$218K +$218K +1,413 New
ATPW
277
Ashton Thomas Private Wealth
Arizona
$214K +$214K +1,390 New
C
278
Covestor
United Kingdom
$208K +$20.8K +135 +11%
BBA
279
Baader Bank Aktiengesellschaft
Germany
$206K -$157K -1,035 -43%
PA
280
Profund Advisors
Maryland
$204K +$204K +1,325 New
MWM
281
Mindset Wealth Management
Indiana
$201K -$64.5K -418 -24%
NAAA
282
New Age Alpha Advisors
New York
$198K -$10K -65 -5%
FG
283
Formula Growth
Quebec, Canada
$193K -$2.83M -18,355 -94%
AF
284
Avanza Fonder
Sweden
$185K – – –
HFM
285
Harvest Fund Management
China
$167K +$2.01K +13 +1%
Jones Financial Companies
286
Jones Financial Companies
Missouri
$148K +$10.7K +70 +8%
FFA
287
Farther Finance Advisors
California
$147K +$129K +835 +714%
GWM
288
Gitterman Wealth Management
New Jersey
$133K +$133K +863 New
GI
289
GAMMA Investing
California
$128K +$16.2K +105 +14%
KBC Group
290
KBC Group
Belgium
$114K -$62.3K -403 -35%
NA
291
NewEdge Advisors
Louisiana
$110K +$36.2K +235 +49%
UFF
292
USA Financial Formulas
Michigan
$102K +$40.3K +261 +66%
SAM
293
Smartleaf Asset Management
Massachusetts
$76.7K +$6.9K +45 +10%
S
294
SignatureFD
Georgia
$68.5K +$463 +3 +0.7%
ACM
295
Aster Capital Management
United Arab Emirates
$67.3K -$90.5K -587 -57%
QL
296
Quarry LP
New York
$62K +$62K +402 New
IA
297
IFP Advisors
Florida
$60.9K +$51.7K +284 +557%
NS
298
NBC Securities
Alabama
$60K – – –
AP
299
Atwood & Palmer
Missouri
$54K – – –
Nisa Investment Advisors
300
Nisa Investment Advisors
Missouri
$51.5K +$3.55K +23 +7%
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