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Palomar
PLMR

Overview Fund Activity

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
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Sterling Capital Management
North Carolina
$3.7K – – –
VCM
302
Versant Capital Management
Arizona
$3.29K – – –
LC
303
Lindbrook Capital
California
$3.02K +$548 +4 +22%
SW
304
SVB Wealth
Massachusetts
$3.02K +$3.02K +22 New
HWM
305
Hemington Wealth Management
Virginia
$3K +$828 +8 +38%
BWL
306
Bogart Wealth LLC
Virginia
$2.74K -$3.02K -22 -52%
TPCW
307
TD Private Client Wealth
New York
$2.74K +$2.74K +20 New
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 +$2.36K +18 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.33K – – –
AssetMark Inc
312
AssetMark Inc
California
$2.06K +$1.1K +8 +114%
PMAM
313
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
CFD
314
Creative Financial Designs
Indiana
$1.78K +$1.78K +13 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.65K – – –
AF
316
Allworth Financial
California
$1.53K +$1.07K +7 +233%
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51K – – –
SC
318
Stephens Consulting
Michigan
$1.37K +$1.37K +10 New
CA
319
CoreCap Advisors
Michigan
$1.23K +$686 +5 +125%
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 -$10.8K -79 -94%
GFPC
324
Global Financial Private Client
Florida
$685 +$548 +4 +400%
SIC
325
SJS Investment Consulting
Ohio
$549 +$137 +1 +33%
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