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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$5.49K
BC
302
Bayforest Capital
United Kingdom
$5.49K
LI
303
LRI Investments
Florida
$5.36K
MG
304
Mather Group
Illinois
$5.25K
WANY
305
Wealthspire Advisors (New York)
New York
$4.9K
MCM
306
MAI Capital Management
Ohio
$4.79K
JWM
307
JPL Wealth Management
Colorado
$4.67K
PAI
308
Pittenger & Anderson Inc
Nebraska
$4.67K
AssetMark Inc
309
AssetMark Inc
California
$4.55K
RIL
310
Rothschild Investment LLC
Illinois
$3.5K
VWWMG
311
Vermillion & White Wealth Management Group
Pennsylvania
$3.27K
HWM
312
Hemington Wealth Management
Virginia
$3K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$2.92K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$2.8K
VCM
315
Versant Capital Management
Arizona
$2.8K
WA
316
WPG Advisers
Maryland
$2.57K
WA
317
Westfuller Advisors
New York
$2.52K
BWL
318
Bogart Wealth LLC
Virginia
$2.33K
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$2.1K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$1.87K
HNW
321
High Note Wealth
Minnesota
$1.64K
GSWM
322
Golden State Wealth Management
California
$1.52K
JWA
323
JFS Wealth Advisors
Pennsylvania
$1.4K
HFS
324
Hantz Financial Services
Michigan
$1K
SIC
325
SJS Investment Consulting
Ohio
$935