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Palomar

384 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 141 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
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
SCM
328
Sterling Capital Management
North Carolina
$9.87K
WA
329
WPG Advisers
Maryland
$9.41K
KFP
330
Keener Financial Planning
Texas
$9K
NFSG
331
Newbridge Financial Services Group
Florida
$8.88K
RIL
332
Rothschild Investment LLC
Illinois
$8.48K
ACM
333
Accent Capital Management
Ohio
$8.33K
PA
334
Parallel Advisors
California
$8.02K
MCM
335
MAI Capital Management
Ohio
$7.87K
HIM
336
Hillsdale Investment Management
Ontario, Canada
$7.71K
PFBT
337
Parkside Financial Bank & Trust
Missouri
$7.71K
AssetMark Inc
338
AssetMark Inc
California
$7.4K
ME
339
McIlrath & Eck
Washington
$7.25K
PTC
340
Private Trust Company
Ohio
$7.1K
LI
341
LRI Investments
Florida
$7.08K
PAI
342
Pittenger & Anderson Inc
Nebraska
$6.17K
HWM
343
Hemington Wealth Management
Virginia
$6K
GWM
344
Geneos Wealth Management
Colorado
$4.94K
RAM
345
Riggs Asset Management
Pennsylvania
$4.78K
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$4.63K
VWWMG
347
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
VCM
348
Versant Capital Management
Arizona
$3.7K
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$3.55K
HNW
350
High Note Wealth
Minnesota
$3.55K