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Palomar

336 hedge funds and large institutions have $3.24B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.03% more ownership

Funds ownership: 88.83%90.86% (+2%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

4% less funds holding

Funds holding: 350336 (-14)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$2.69K
GSWM
302
Golden State Wealth Management
California
$2.69K
FHA
303
Flagship Harbor Advisors
Massachusetts
$2.56K
JWA
304
JFS Wealth Advisors
Pennsylvania
$2.43K
LFG
305
Larson Financial Group
Missouri
$2.29K
Optiver Holding
306
Optiver Holding
Netherlands
$2.16K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.16K
HNW
308
High Note Wealth
Minnesota
$2.16K
ZBNA
309
Zions Bancorporation, National Association
Utah
$2.16K
SC
310
SouthState Corp
Florida
$1.89K
SIS
311
Sound Income Strategies
Florida
$1.67K
KFAS
312
Keating Financial Advisory Services
Kansas
$1.48K
FFO
313
Fortitude Family Office
Arizona
$1.35K
GFA
314
Godfrey Financial Associates
New York
$1.35K
MCM
315
MAI Capital Management
Ohio
$1.21K
BC
316
Bayforest Capital
United Kingdom
$1.08K
PWMG
317
Private Wealth Management Group
New Jersey
$944
SIC
318
SJS Investment Consulting
Ohio
$810
PWMG
319
Prestige Wealth Management Group
New Jersey
$809
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$809
TPCW
321
TD Private Client Wealth
New York
$674
SS
322
Sunbelt Securities
Texas
$674
AW
323
Ankerstar Wealth
Texas
$674
DF
324
DecisionPoint Financial
Arizona
$405
TWD
325
True Wealth Design
Ohio
$405