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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
276
Left Brain Wealth Management
Illinois
$231K -$77.4K -500 -25%
CC
277
Corton Capital
Ontario, Canada
$230K -$47.1K -304 -17%
ZCI
278
Zevenbergen Capital Investments
Washington
$224K +$225K +1,450 New
AWM
279
Apollon Wealth Management
South Carolina
$218K +$219K +1,413 New
ATPW
280
Ashton Thomas Private Wealth
Arizona
$214K +$215K +1,390 New
C
281
Covestor
United Kingdom
$208K +$20.9K +135 +11%
BBA
282
Baader Bank Aktiengesellschaft
Germany
$206K -$160K -1,035 -43%
PA
283
Profund Advisors
Maryland
$204K +$205K +1,325 New
MWM
284
Mindset Wealth Management
Indiana
$201K -$64.7K -418 -24%
NAAA
285
New Age Alpha Advisors
New York
$198K -$10.1K -65 -5%
FG
286
Formula Growth
Quebec, Canada
$193K -$2.84M -18,355 -94%
AF
287
Avanza Fonder
Sweden
$185K
HFM
288
Harvest Fund Management
China
$167K +$2.01K +13 +1%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$148K +$10.8K +70 +8%
FFA
290
Farther Finance Advisors
California
$147K +$129K +835 +714%
GWM
291
Gitterman Wealth Management
New Jersey
$133K +$134K +863 New
GI
292
GAMMA Investing
California
$128K +$16.3K +105 +14%
KBC Group
293
KBC Group
Belgium
$114K -$62.4K -403 -35%
NA
294
NewEdge Advisors
Louisiana
$110K +$36.4K +235 +49%
UFF
295
USA Financial Formulas
Michigan
$102K +$40.4K +261 +66%
SAM
296
Smartleaf Asset Management
Massachusetts
$76.7K +$6.97K +45 +10%
S
297
SignatureFD
Georgia
$68.5K +$465 +3 +0.7%
ACM
298
Aster Capital Management
United Arab Emirates
$67.3K -$90.9K -587 -57%
QL
299
Quarry LP
New York
$62K +$62.2K +402 New
IA
300
IFP Advisors
Florida
$60.9K +$44K +284 +557%

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.