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Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
CC
276
Corton Capital
Ontario, Canada
$230K
ZCI
277
Zevenbergen Capital Investments
Washington
$224K
AWM
278
Apollon Wealth Management
South Carolina
$218K
ATPW
279
Ashton Thomas Private Wealth
Arizona
$214K
C
280
Covestor
United Kingdom
$208K
BBA
281
Baader Bank Aktiengesellschaft
Germany
$206K
PA
282
Profund Advisors
Maryland
$204K
MWM
283
Mindset Wealth Management
Indiana
$201K
NAAA
284
New Age Alpha Advisors
New York
$198K
FG
285
Formula Growth
Quebec, Canada
$193K
AF
286
Avanza Fonder
Sweden
$185K
HFM
287
Harvest Fund Management
China
$167K
Jones Financial Companies
288
Jones Financial Companies
Missouri
$148K
FFA
289
Farther Finance Advisors
California
$147K
GWM
290
Gitterman Wealth Management
New Jersey
$133K
GI
291
GAMMA Investing
California
$128K
KBC Group
292
KBC Group
Belgium
$114K
NA
293
NewEdge Advisors
Louisiana
$110K
UFF
294
USA Financial Formulas
Michigan
$102K
SAM
295
Smartleaf Asset Management
Massachusetts
$76.7K
S
296
SignatureFD
Georgia
$68.5K
ACM
297
Aster Capital Management
United Arab Emirates
$67.3K
QL
298
Quarry LP
New York
$62K
IA
299
IFP Advisors
Florida
$60.9K
NS
300
NBC Securities
Alabama
$60K