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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
301
Principal Securities
Iowa
$50.4K +$44.4K +288 +738%
HCM
302
Hollencrest Capital Management
California
$48.3K +$17.4K +113 +57%
CA
303
Clearstead Advisors
Ohio
$46.7K +$46.7K +303 New
MPW
304
MASECO Private Wealth
$44.9K +$44.9K +291 New
Simplex Trading
305
Simplex Trading
Illinois
$43K +$17K +111 +66%
OWA
306
Opal Wealth Advisors
New York
$39.6K -$12.2K -79 -24%
SOW
307
State of Wyoming
Wyoming
$39.6K -$46K -298 -54%
GRP
308
Global Retirement Partners
California
$34.7K +$34.7K +225 New
WTC
309
WhitTier Trust Company
Nevada
$33.8K -$11.7K -76 -26%
AF
310
Allworth Financial
California
$31.9K +$30.4K +197 +1,970%
CIAM
311
Caitong International Asset Management
Hong Kong
$27.9K +$8.48K +55 +44%
TH
312
TCTC Holdings
Texas
$27.1K -$31.6K -205 -54%
SS
313
SBI Securities
Japan
$26.2K -$69.4K -450 -73%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$21.6K -$1.23K -8 -5%
Mitsubishi UFJ Asset Management
315
Mitsubishi UFJ Asset Management
Japan
$18.7K +$18.7K +121 New
UB
316
UMB Bank
Missouri
$14.2K +$1.08K +7 +8%
TPWA
317
Twin Peaks Wealth Advisors
California
$14K +$14K +114 New
BIG
318
Brooklyn Investment Group
New York
$13.4K +$2.47K +16 +23%
MTC
319
Matrix Trust Company
Colorado
$12K +$12K +75 New
EWA
320
EverSource Wealth Advisors
Alabama
$11.4K +$6.32K +41 +124%
RA
321
Rise Advisors
New York
$11.3K – – –
BTI
322
Blue Trust Inc
Georgia
$10.5K -$8.18K -53 -44%
RFS
323
Richardson Financial Services
Massachusetts
$10.4K – – –
HBW
324
Hazlett, Burt & Watson
West Virginia
$10K +$10K +65 New
SCM
325
Sterling Capital Management
North Carolina
$9.87K +$5.71K +37 +137%
11 12
13
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