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Palomar

384 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 141 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBWM
276
Left Brain Wealth Management
Illinois
$231K
CC
277
Corton Capital
Ontario, Canada
$230K
ZCI
278
Zevenbergen Capital Investments
Washington
$224K
AWM
279
Apollon Wealth Management
South Carolina
$218K
ATPW
280
Ashton Thomas Private Wealth
Arizona
$214K
C
281
Covestor
United Kingdom
$208K
BBA
282
Baader Bank Aktiengesellschaft
Germany
$206K
PA
283
Profund Advisors
Maryland
$204K
MWM
284
Mindset Wealth Management
Indiana
$201K
NAAA
285
New Age Alpha Advisors
New York
$198K
FG
286
Formula Growth
Quebec, Canada
$193K
AF
287
Avanza Fonder
Sweden
$185K
HFM
288
Harvest Fund Management
China
$167K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$148K
FFA
290
Farther Finance Advisors
California
$147K
GWM
291
Gitterman Wealth Management
New Jersey
$133K
GI
292
GAMMA Investing
California
$128K
KBC Group
293
KBC Group
Belgium
$114K
NA
294
NewEdge Advisors
Louisiana
$110K
UFF
295
USA Financial Formulas
Michigan
$102K
SAM
296
Smartleaf Asset Management
Massachusetts
$76.7K
S
297
SignatureFD
Georgia
$68.5K
ACM
298
Aster Capital Management
United Arab Emirates
$67.3K
QL
299
Quarry LP
New York
$62K
IA
300
IFP Advisors
Florida
$60.9K