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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
326
Richardson Financial Services
Massachusetts
$10.4K
HBW
327
Hazlett, Burt & Watson
West Virginia
$10K +$10.1K +65 New
SCM
328
Sterling Capital Management
North Carolina
$9.87K +$5.73K +37 +137%
WA
329
WPG Advisers
Maryland
$9.41K +$9.45K +61 New
KFP
330
Keener Financial Planning
Texas
$9K
NFSG
331
Newbridge Financial Services Group
Florida
$8.88K +$8.98K +58 New
RIL
332
Rothschild Investment LLC
Illinois
$8.48K +$774 +5 +10%
ACM
333
Accent Capital Management
Ohio
$8.33K +$8.36K +54 New
PA
334
Parallel Advisors
California
$8.02K -$18.3K -118 -69%
MCM
335
MAI Capital Management
Ohio
$7.87K +$7.9K +51 New
HIM
336
Hillsdale Investment Management
Ontario, Canada
$7.71K -$1.55K -10 -17%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$7.71K +$619 +4 +9%
AssetMark Inc
338
AssetMark Inc
California
$7.4K +$5.11K +33 +220%
ME
339
McIlrath & Eck
Washington
$7.25K
PTC
340
Private Trust Company
Ohio
$7.1K +$7.12K +46 New
LI
341
LRI Investments
Florida
$7.08K -$2.17K -14 -23%
PAI
342
Pittenger & Anderson Inc
Nebraska
$6.17K +$6.19K +40 New
HWM
343
Hemington Wealth Management
Virginia
$6K +$2.01K +13 +45%
GWM
344
Geneos Wealth Management
Colorado
$4.94K +$4.96K +32 New
RAM
345
Riggs Asset Management
Pennsylvania
$4.78K +$4.8K +31 New
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$4.63K +$1.86K +12 +67%
VWWMG
347
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K -$1.7K -11 -28%
VCM
348
Versant Capital Management
Arizona
$3.7K
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$3.55K +$774 +5 +28%
HNW
350
High Note Wealth
Minnesota
$3.55K +$3.56K +23 New

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.