PLMR icon

Palomar

347 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, 124 increasing their positions, 135 reducing their positions, and 80 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)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
347
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
HFS
326
Hantz Financial Services
Michigan
$1K
SIC
327
SJS Investment Consulting
Ohio
$935
CT
328
Clearstead Trust
Maine
$934
CJ
329
Caitlin John
Michigan
$934
PWMG
330
Private Wealth Management Group
New Jersey
$818
DPW
331
DiNuzzo Private Wealth
Pennsylvania
$739
FFO
332
Fortitude Family Office
Arizona
$701
PWMG
333
Prestige Wealth Management Group
New Jersey
$701
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$584
HNB
335
Huntington National Bank
Ohio
$584
TPCW
336
TD Private Client Wealth
New York
$584
SS
337
Sunbelt Securities
Texas
$584
MA
338
Montag & Associates
Georgia
$467
TWD
339
True Wealth Design
Ohio
$351
LFG
340
Larson Financial Group
Missouri
$350
DF
341
DecisionPoint Financial
Arizona
$330
AWM
342
Abound Wealth Management
Tennessee
$234
HIA
343
HFM Investment Advisors
New Jersey
$234
RWM
344
Rialto Wealth Management
New York
$117
TIM
345
Tortoise Investment Management
New York
$117
TFM
346
TFC Financial Management
Massachusetts
$117
DCM
347
Driehaus Capital Management
Illinois
Axa
348
Axa
France
Neuberger Berman Group
349
Neuberger Berman Group
New York
JAM
350
Jupiter Asset Management
United Kingdom