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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Clearstead Trust
Maine
$934
CJ
327
Caitlin John
Michigan
$934
PWMG
328
Private Wealth Management Group
New Jersey
$818
DPW
329
DiNuzzo Private Wealth
Pennsylvania
$739
FFO
330
Fortitude Family Office
Arizona
$701
PWMG
331
Prestige Wealth Management Group
New Jersey
$701
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$584
HNB
333
Huntington National Bank
Ohio
$584
TPCW
334
TD Private Client Wealth
New York
$584
SS
335
Sunbelt Securities
Texas
$584
MA
336
Montag & Associates
Georgia
$467
TWD
337
True Wealth Design
Ohio
$351
LFG
338
Larson Financial Group
Missouri
$350
DF
339
DecisionPoint Financial
Arizona
$330
HIA
340
HFM Investment Advisors
New Jersey
$234
AWM
341
Abound Wealth Management
Tennessee
$234
RWM
342
Rialto Wealth Management
New York
$117
TIM
343
Tortoise Investment Management
New York
$117
TFM
344
TFC Financial Management
Massachusetts
$117
DCM
345
Driehaus Capital Management
Illinois
Axa
346
Axa
France
Neuberger Berman Group
347
Neuberger Berman Group
New York
JAM
348
Jupiter Asset Management
United Kingdom
TPSF
349
Texas Permanent School Fund
Texas
Allspring Global Investments
350
Allspring Global Investments
North Carolina