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Palomar

339 hedge funds and large institutions have $3.25B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 111 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:

2.07% more ownership

Funds ownership: 88.83%90.89% (+2.1%)

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

3% less funds holding

Funds holding: 351339 (-12)

Holders
339
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
WA
301
Westfuller Advisors
New York
$2.91K
BWL
302
Bogart Wealth LLC
Virginia
$2.69K
GSWM
303
Golden State Wealth Management
California
$2.69K
FHA
304
Flagship Harbor Advisors
Massachusetts
$2.56K
JWA
305
JFS Wealth Advisors
Pennsylvania
$2.43K
LFG
306
Larson Financial Group
Missouri
$2.29K
Optiver Holding
307
Optiver Holding
Netherlands
$2.16K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.16K
HNW
309
High Note Wealth
Minnesota
$2.16K
ZBNA
310
Zions Bancorporation, National Association
Utah
$2.16K
SC
311
SouthState Corp
Florida
$1.89K
SIS
312
Sound Income Strategies
Florida
$1.67K
CIAM
313
Caitong International Asset Management
Hong Kong
$1.62K
EPL
314
Essential Partners LLC
California
$1.48K
KFAS
315
Keating Financial Advisory Services
Kansas
$1.48K
FFO
316
Fortitude Family Office
Arizona
$1.35K
GFA
317
Godfrey Financial Associates
New York
$1.35K
MCM
318
MAI Capital Management
Ohio
$1.21K
BC
319
Bayforest Capital
United Kingdom
$1.08K
PWMG
320
Private Wealth Management Group
New Jersey
$944
SIC
321
SJS Investment Consulting
Ohio
$810
PWMG
322
Prestige Wealth Management Group
New Jersey
$809
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$809
TPCW
324
TD Private Client Wealth
New York
$674
SS
325
Sunbelt Securities
Texas
$674