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Palomar

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more funds holding

Funds holding: 278333 (+55)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

1.16% less ownership

Funds ownership: 91.66%90.51% (-1.2%)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.69M
Puts
$2.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$42.6K
WTC
277
WhitTier Trust Company
Nevada
$40.4K
HCM
278
Hollencrest Capital Management
California
$27.4K
PA
279
Parallel Advisors
California
$23.3K
Simplex Trading
280
Simplex Trading
Illinois
$23K
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$20.3K
CIAM
282
Caitong International Asset Management
Hong Kong
$17.3K
BTI
283
Blue Trust Inc
Georgia
$16.6K
FFA
284
Farther Finance Advisors
California
$16.2K
CCM
285
Coldstream Capital Management
Washington
$16K
UB
286
UMB Bank
Missouri
$11.7K
RA
287
Rise Advisors
New York
$10K
BIG
288
Brooklyn Investment Group
New York
$9.73K
RFS
289
Richardson Financial Services
Massachusetts
$9.6K
HIM
290
Hillsdale Investment Management
Ontario, Canada
$8.22K
LI
291
LRI Investments
Florida
$8.19K
KFP
292
Keener Financial Planning
Texas
$8K
IA
293
IFP Advisors
Florida
$6.99K
RIL
294
Rothschild Investment LLC
Illinois
$6.85K
ME
295
McIlrath & Eck
Washington
$6.44K
PFBT
296
Parkside Financial Bank & Trust
Missouri
$6.31K
MG
297
Mather Group
Illinois
$6.17K
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K
EWA
299
EverSource Wealth Advisors
Alabama
$4.52K
PS
300
Principal Securities
Iowa
$4.12K