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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$42.6K +$27.7K +202 +185%
WTC
277
WhitTier Trust Company
Nevada
$40.4K +$274 +2 +0.7%
HCM
278
Hollencrest Capital Management
California
$27.4K +$1.51K +11 +6%
PA
279
Parallel Advisors
California
$23.3K +$16.2K +118 +227%
Simplex Trading
280
Simplex Trading
Illinois
$23K -$5.85K -43 -20%
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$20.3K +$6.58K +48 +48%
CIAM
282
Caitong International Asset Management
Hong Kong
$17.3K +$17.3K +126 New
BTI
283
Blue Trust Inc
Georgia
$16.6K -$17.1K -125 -51%
FFA
284
Farther Finance Advisors
California
$16.2K -$60.5K -437 -79%
CCM
285
Coldstream Capital Management
Washington
$16K +$16K +117 New
UB
286
UMB Bank
Missouri
$11.7K +$3.7K +27 +47%
RA
287
Rise Advisors
New York
$10K +$10K +73 New
BIG
288
Brooklyn Investment Group
New York
$9.73K +$9.73K +71 New
RFS
289
Richardson Financial Services
Massachusetts
$9.6K +$9.6K +70 New
HIM
290
Hillsdale Investment Management
Ontario, Canada
$8.23K -$2.74K -20 -25%
LI
291
LRI Investments
Florida
$8.19K – – –
KFP
292
Keener Financial Planning
Texas
$8K +$8K +60 New
IA
293
IFP Advisors
Florida
$6.99K +$5.35K +39 +325%
RIL
294
Rothschild Investment LLC
Illinois
$6.85K +$2.06K +15 +43%
ME
295
McIlrath & Eck
Washington
$6.44K – – –
PFBT
296
Parkside Financial Bank & Trust
Missouri
$6.31K +$5.62K +41 +820%
MG
297
Mather Group
Illinois
$6.17K – – –
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K +$5.35K +39 New
EWA
299
EverSource Wealth Advisors
Alabama
$4.52K +$2.74K +20 +154%
PS
300
Principal Securities
Iowa
$4.12K – – –
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