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Palomar
PLMR

Overview Fund Activity

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M

Top Buyers

1
FGP
Freestone Grove Partners
California
+$15.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$13.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.9M
4
Bessemer Group
Bessemer Group
New Jersey
+$12.8M
5
AIM
Artemis Investment Management
United Kingdom
+$10.6M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$29.8M
2
BlackRock
BlackRock
New York
-$20.7M
3
SDJVC
St. Denis J. Villere & Co
Louisiana
-$15.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.6M
5
GCM
Geneva Capital Management
Wisconsin
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
326
Rialto Wealth Management
New York
$549 +$549 +4 New
LFG
327
Larson Financial Group
Missouri
$548 – – –
TWD
328
True Wealth Design
Ohio
$412 +$412 +3 New
AWM
329
Abound Wealth Management
Tennessee
$275 – – –
TFM
330
TFC Financial Management
Massachusetts
$138 – – –
HIA
331
HFM Investment Advisors
New Jersey
$138 +$138 +1 New
PWM
332
Parkworth Wealth Management
California
$137 – – –
SFG
333
Stonebridge Financial Group
Pennsylvania
$137 +$137 +1 New
Norges Bank
334
Norges Bank
Norway
– -$20.6M -195,444 Closed
GCM
335
Ghisallo Capital Management
Massachusetts
– -$4.49M -42,500 Closed
VA
336
Vident Advisory
Georgia
– -$3.14M -29,716 Closed
SAM
337
Silvercrest Asset Management
New York
– -$1.66M -15,750 Closed
WG
338
Winton Group
United Kingdom
– -$1.33M -12,643 Closed
ETC
339
Exchange Traded Concepts
Oklahoma
– -$836K -7,919 Closed
JF
340
Jump Financial
Illinois
– -$727K -6,885 Closed
QC
341
Quadrature Capital
United Kingdom
– -$509K -4,809 Closed
HSA
342
Hussman Strategic Advisors
Maryland
– -$443K -4,200 Closed
Lazard Asset Management
343
Lazard Asset Management
New York
– -$416K -3,961 Closed
Brown Advisory
344
Brown Advisory
Maryland
– -$391K -3,705 Closed
BCM
345
Bayesian Capital Management
New York
– -$303K -2,871 Closed
SGI
346
Summit Global Investments
Utah
– -$297K -2,814 Closed
YIH
347
Y-Intercept (HK)
Hong Kong
– -$259K -2,451 Closed
OC
348
Oarsman Capital
Wisconsin
– -$75.2K -712 Closed
CFGS
349
Concourse Financial Group Securities
Alabama
– -$71.7K -665 Closed
AAP
350
Arax Advisory Partners
Colorado
– -$6.02K -57 Closed
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