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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
276
Leonteq Securities AG
Switzerland
$11.9K
TPWA
277
Twin Peaks Wealth Advisors
California
$11.4K +$11.9K +95 New
AAP
278
Arax Advisory Partners
Colorado
$11.2K +$3.25K +26 +38%
HCM
279
Hollencrest Capital Management
California
$11.1K +$2.87K +23 +33%
HFS
280
Hantz Financial Services
Michigan
$11K +$4.37K +35 +61%
PTC
281
Private Trust Company
Ohio
$9.68K
RFP
282
Root Financial Partners
California
$8.37K +$874 +7 +11%
BTI
283
Blue Trust Inc
Georgia
$8.13K
VCM
284
Versant Capital Management
Arizona
$8.01K +$4.62K +37 +123%
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$7.29K -$3.74K -30 -33%
WSFS
286
Wilmington Savings Fund Society
Delaware
$7.17K
AF
287
Allworth Financial
California
$6.45K -$250 -2 -4%
ACM
288
Accent Capital Management
Ohio
$6.45K
LI
289
LRI Investments
Florida
$6.45K
BFS
290
Bare Financial Services
Pennsylvania
$5.74K -$749 -6 -11%
KFAS
291
Keating Financial Advisory Services
Kansas
$5.74K +$4.62K +37 +336%
MG
292
Mather Group
Illinois
$5.38K +$5.62K +45 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03K +$5.24K +42 New
RIL
294
Rothschild Investment LLC
Illinois
$5.02K -$125 -1 -2%
JWM
295
JPL Wealth Management
Colorado
$4.78K +$4.99K +40 New
PFBT
296
Parkside Financial Bank & Trust
Missouri
$4.66K
AF
297
Advisornet Financial
Minnesota
$4.18K
HFM
298
Harvest Fund Management
China
$4K
LFG
299
Larson Financial Group
Missouri
$3.82K +$1.87K +15 +88%
AUB
300
Atlantic Union Bankshares
Virginia
$3.58K