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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$20.9K
TH
277
TCTC Holdings
Texas
$20.5K
HCM
278
Hollencrest Capital Management
California
$19.8K
SS
279
SBI Securities
Japan
$19.4K
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$18.9K
CIAM
281
Caitong International Asset Management
Hong Kong
$15.6K
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$15.2K
AAP
283
Arax Advisory Partners
Colorado
$15.1K
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$14.1K
Group One Trading
285
Group One Trading
Illinois
$11.7K
HFM
286
Harvest Fund Management
China
$11K
ME
287
McIlrath & Eck
Washington
$10.4K
UB
288
UMB Bank
Missouri
$8.64K
EWA
289
EverSource Wealth Advisors
Alabama
$8.52K
RA
290
Rise Advisors
New York
$8.52K
Optiver Holding
291
Optiver Holding
Netherlands
$8.41K
BTI
292
Blue Trust Inc
Georgia
$7.94K
SCM
293
Sterling Capital Management
North Carolina
$7.47K
MTC
294
Matrix Trust Company
Colorado
$7K
KFP
295
Keener Financial Planning
Texas
$7K
ACM
296
Accent Capital Management
Ohio
$6.3K
PA
297
Parallel Advisors
California
$6.07K
HIM
298
Hillsdale Investment Management
Ontario, Canada
$5.84K
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$5.6K
PTC
300
Private Trust Company
Ohio
$5.49K