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Palomar

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

20% more funds holding

Funds holding: 278333 (+55)

3% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 114

1.16% less ownership

Funds ownership: 91.66%90.51% (-1.2%)

Holders
333
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.69M
Puts
$2.51M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Sterling Capital Management
North Carolina
$3.7K
VCM
302
Versant Capital Management
Arizona
$3.29K
LC
303
Lindbrook Capital
California
$3.02K
SW
304
SVB Wealth
Massachusetts
$3.02K
HWM
305
Hemington Wealth Management
Virginia
$3K
BWL
306
Bogart Wealth LLC
Virginia
$2.74K
TPCW
307
TD Private Client Wealth
New York
$2.74K
SPIA
308
Steward Partners Investment Advisory
New York
$2.47K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$2.47K
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$2.36K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.33K
AssetMark Inc
312
AssetMark Inc
California
$2.06K
PMAM
313
Picton Mahoney Asset Management
Ontario, Canada
$2K
CFD
314
Creative Financial Designs
Indiana
$1.78K
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.65K
AF
316
Allworth Financial
California
$1.53K
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51K
SC
318
Stephens Consulting
Michigan
$1.37K
CA
319
CoreCap Advisors
Michigan
$1.23K
PWMG
320
Private Wealth Management Group
New Jersey
$960
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$823
PWMG
322
Prestige Wealth Management Group
New Jersey
$823
HNB
323
Huntington National Bank
Ohio
$685
GFPC
324
Global Financial Private Client
Florida
$685
SIC
325
SJS Investment Consulting
Ohio
$549