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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MAI Capital Management
Ohio
$3.58K +$2.62K +21 +233%
KFG
302
Kingdom Financial Group
Arizona
$3.47K -$5.49K -44 -60%
LAS
303
Lloyd Advisory Services
Georgia
$3.47K +$3.62K +29 New
BWL
304
Bogart Wealth LLC
Virginia
$2.39K
JWA
305
JFS Wealth Advisors
Pennsylvania
$2.39K +$250 +2 +11%
CFO
306
CVA Family Office
Colorado
$2.15K +$2.25K +18 New
QL
307
Quarry LP
New York
$2.03K -$7.49K -60 -78%
WA
308
Westfuller Advisors
New York
$2.03K -$624 -5 -23%
HNW
309
High Note Wealth
Minnesota
$1.91K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$1.79K -$125 -1 -6%
GSWM
311
Golden State Wealth Management
California
$1.55K -$874 -7 -35%
BLC
312
Brown, Lisle/Cummings
Rhode Island
$1.55K +$1.62K +13 New
EP
313
Essential Partners
California
$1.43K +$125 +1 +9%
FFO
314
Fortitude Family Office
Arizona
$1.43K +$250 +2 +20%
MA
315
MCF Advisors
Kentucky
$1.43K +$1.5K +12 New
GFA
316
Godfrey Financial Associates
New York
$1.2K
CTC
317
Central Trust Company
Missouri
$1.08K +$1.12K +9 New
PWMG
318
Prestige Wealth Management Group
New Jersey
$956 +$250 +2 +33%
PWMG
319
Private Wealth Management Group
New Jersey
$837
SIC
320
SJS Investment Consulting
Ohio
$837 +$125 +1 +17%
HFS
321
Hughes Financial Services
Virginia
$837 +$499 +4 +133%
PWA
322
Physician Wealth Advisors
Utah
$837 +$499 +4 +133%
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$717
AW
324
Ankerstar Wealth
Texas
$598
SS
325
Sunbelt Securities
Texas
$598