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Palomar

336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

127% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $2.51M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more capital invested

Capital invested by funds: $2.57B → $3.34B (+$776M)

20% more funds holding

Funds holding: 279336 (+57)

0.37% less ownership

Funds ownership: 91.72%91.35% (-0.37%)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+57
Holders Change %
+20.43%
% of All Funds
4.5%
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
113
Reduced
115
Closed
21
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
301
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K +$4.62K +39 New
EWA
302
EverSource Wealth Advisors
Alabama
$4.52K +$2.37K +20 +154%
PS
303
Principal Securities
Iowa
$4.12K
SCM
304
Sterling Capital Management
North Carolina
$3.7K
VCM
305
Versant Capital Management
Arizona
$3.29K
LC
306
Lindbrook Capital
California
$3.02K +$474 +4 +22%
SW
307
SVB Wealth
Massachusetts
$3.02K +$2.61K +22 New
HWM
308
Hemington Wealth Management
Virginia
$3K +$948 +8 +38%
BWL
309
Bogart Wealth LLC
Virginia
$2.74K -$2.61K -22 -52%
TPCW
310
TD Private Client Wealth
New York
$2.74K +$2.37K +20 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$2.47K
SPIA
312
Steward Partners Investment Advisory
New York
$2.47K
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$2.36K +$2.13K +18 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.33K
AssetMark Inc
315
AssetMark Inc
California
$2.06K +$948 +8 +114%
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$2K
CFD
317
Creative Financial Designs
Indiana
$1.78K +$1.54K +13 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$1.65K
AF
319
Allworth Financial
California
$1.53K +$829 +7 +233%
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.51K
SC
321
Stephens Consulting
Michigan
$1.37K +$1.19K +10 New
CA
322
CoreCap Advisors
Michigan
$1.23K +$592 +5 +125%
PWMG
323
Private Wealth Management Group
New Jersey
$960
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$823
PWMG
325
Prestige Wealth Management Group
New Jersey
$823

PLMR Hedge Fund Activity: Q1 2025 in Review

336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.

  • 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
  • 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
  • The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
  • The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.