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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
301
NBC Securities
Alabama
$60K
AP
302
Atwood & Palmer
Missouri
$54K
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$51.5K +$3.56K +23 +7%
PS
304
Principal Securities
Iowa
$50.4K +$44.6K +288 +738%
HCM
305
Hollencrest Capital Management
California
$48.3K +$17.5K +113 +57%
CA
306
Clearstead Advisors
Ohio
$46.7K +$46.9K +303 New
MPW
307
MASECO Private Wealth
$44.9K +$45.1K +291 New
Simplex Trading
308
Simplex Trading
Illinois
$43K +$17.2K +111 +66%
OWA
309
Opal Wealth Advisors
New York
$39.6K -$12.2K -79 -24%
SOW
310
State of Wyoming
Wyoming
$39.6K -$46.1K -298 -54%
GRP
311
Global Retirement Partners
California
$34.7K +$34.8K +225 New
WTC
312
WhitTier Trust Company
Nevada
$33.8K -$11.8K -76 -26%
AF
313
Allworth Financial
California
$31.9K +$30.5K +197 +1,970%
CIAM
314
Caitong International Asset Management
Hong Kong
$27.9K +$8.52K +55 +44%
TH
315
TCTC Holdings
Texas
$27.1K -$31.7K -205 -54%
SS
316
SBI Securities
Japan
$26.2K -$69.7K -450 -73%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$21.6K -$1.24K -8 -5%
Mitsubishi UFJ Asset Management
318
Mitsubishi UFJ Asset Management
Japan
$18.7K +$18.7K +121 New
UB
319
UMB Bank
Missouri
$14.2K +$1.08K +7 +8%
TPWA
320
Twin Peaks Wealth Advisors
California
$14K +$17.7K +114 New
BIG
321
Brooklyn Investment Group
New York
$13.4K +$2.48K +16 +23%
MTC
322
Matrix Trust Company
Colorado
$12K +$11.6K +75 New
EWA
323
EverSource Wealth Advisors
Alabama
$11.4K +$6.35K +41 +124%
RA
324
Rise Advisors
New York
$11.3K
BTI
325
Blue Trust Inc
Georgia
$10.5K -$8.21K -53 -44%

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.