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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
326
WPG Advisers
Maryland
$9.41K +$9.41K +61 New
KFP
327
Keener Financial Planning
Texas
$9K – – –
NFSG
328
Newbridge Financial Services Group
Florida
$8.88K +$8.88K +58 New
RIL
329
Rothschild Investment LLC
Illinois
$8.48K +$771 +5 +10%
ACM
330
Accent Capital Management
Ohio
$8.33K +$8.33K +54 New
PA
331
Parallel Advisors
California
$8.02K -$18.2K -118 -69%
MCM
332
MAI Capital Management
Ohio
$7.87K +$7.87K +51 New
HIM
333
Hillsdale Investment Management
Ontario, Canada
$7.71K -$1.54K -10 -17%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$7.71K +$617 +4 +9%
AssetMark Inc
335
AssetMark Inc
California
$7.4K +$5.09K +33 +220%
ME
336
McIlrath & Eck
Washington
$7.25K – – –
PTC
337
Private Trust Company
Ohio
$7.1K +$7.1K +46 New
LI
338
LRI Investments
Florida
$7.09K -$2.16K -14 -23%
PAI
339
Pittenger & Anderson Inc
Nebraska
$6.17K +$6.17K +40 New
HWM
340
Hemington Wealth Management
Virginia
$6K +$1.86K +13 +45%
GWM
341
Geneos Wealth Management
Colorado
$4.94K +$4.94K +32 New
RAM
342
Riggs Asset Management
Pennsylvania
$4.78K +$4.78K +31 New
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$4.63K +$1.85K +12 +67%
VWWMG
344
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K -$1.7K -11 -28%
VCM
345
Versant Capital Management
Arizona
$3.7K – – –
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$3.55K +$771 +5 +28%
HNW
347
High Note Wealth
Minnesota
$3.55K +$3.55K +23 New
BWL
348
Bogart Wealth LLC
Virginia
$3.09K – – –
SPIA
349
Steward Partners Investment Advisory
New York
$3.09K +$309 +2 +11%
JWA
350
JFS Wealth Advisors
Pennsylvania
$2.78K +$926 +6 +50%
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