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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 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: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

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
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
BTI
326
Blue Trust Inc
Georgia
$10.5K
RFS
327
Richardson Financial Services
Massachusetts
$10.4K
HBW
328
Hazlett, Burt & Watson
West Virginia
$10K
SCM
329
Sterling Capital Management
North Carolina
$9.87K
WA
330
WPG Advisers
Maryland
$9.41K
KFP
331
Keener Financial Planning
Texas
$9K
NFSG
332
Newbridge Financial Services Group
Florida
$8.88K
RIL
333
Rothschild Investment LLC
Illinois
$8.48K
ACM
334
Accent Capital Management
Ohio
$8.33K
PA
335
Parallel Advisors
California
$8.02K
MCM
336
MAI Capital Management
Ohio
$7.87K
HIM
337
Hillsdale Investment Management
Ontario, Canada
$7.71K
PFBT
338
Parkside Financial Bank & Trust
Missouri
$7.71K
AssetMark Inc
339
AssetMark Inc
California
$7.4K
ME
340
McIlrath & Eck
Washington
$7.25K
PTC
341
Private Trust Company
Ohio
$7.1K
LI
342
LRI Investments
Florida
$7.08K
PAI
343
Pittenger & Anderson Inc
Nebraska
$6.17K
HWM
344
Hemington Wealth Management
Virginia
$6K
GWM
345
Geneos Wealth Management
Colorado
$4.94K
RAM
346
Riggs Asset Management
Pennsylvania
$4.78K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$4.63K
VWWMG
348
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
VCM
349
Versant Capital Management
Arizona
$3.7K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$3.55K