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Palomar

339 hedge funds and large institutions have $3.25B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 111 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.07% more ownership

Funds ownership: 88.83%90.89% (+2.1%)

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

3% less funds holding

Funds holding: 351339 (-12)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
276
Quarry LP
New York
$10.4K
KFG
277
Kingdom Financial Group
Arizona
$9.84K
HCM
278
Hollencrest Capital Management
California
$9.43K
AAP
279
Arax Advisory Partners
Colorado
$9.16K
BTI
280
Blue Trust Inc
Georgia
$9.16K
Group One Trading
281
Group One Trading
Illinois
$8.49K
RFP
282
Root Financial Partners
California
$8.49K
PA
283
Parallel Advisors
California
$8.09K
WSFS
284
Wilmington Savings Fund Society
Delaware
$8.09K
HFS
285
Hantz Financial Services
Michigan
$8K
AF
286
Allworth Financial
California
$7.55K
LI
287
LRI Investments
Florida
$7.28K
ACM
288
Accent Capital Management
Ohio
$7.28K
AssetMark Inc
289
AssetMark Inc
California
$7.28K
BFS
290
Bare Financial Services
Pennsylvania
$7.28K
HIM
291
Hillsdale Investment Management
Ontario, Canada
$6.74K
SAG
292
SageView Advisory Group
California
$6.07K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$6.06K
RIL
294
Rothschild Investment LLC
Illinois
$5.79K
PFBT
295
Parkside Financial Bank & Trust
Missouri
$5.26K
AF
296
Advisornet Financial
Minnesota
$4.72K
VCM
297
Versant Capital Management
Arizona
$4.04K
AUB
298
Atlantic Union Bankshares
Virginia
$4.04K
HFM
299
Harvest Fund Management
China
$4K
VWWMG
300
Vermillion & White Wealth Management Group
Pennsylvania
$3.77K