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Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
HBW
326
Hazlett, Burt & Watson
West Virginia
$10K
SCM
327
Sterling Capital Management
North Carolina
$9.87K
WA
328
WPG Advisers
Maryland
$9.41K
KFP
329
Keener Financial Planning
Texas
$9K
NFSG
330
Newbridge Financial Services Group
Florida
$8.88K
RIL
331
Rothschild Investment LLC
Illinois
$8.48K
ACM
332
Accent Capital Management
Ohio
$8.33K
PA
333
Parallel Advisors
California
$8.02K
MCM
334
MAI Capital Management
Ohio
$7.87K
HIM
335
Hillsdale Investment Management
Ontario, Canada
$7.71K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$7.71K
AssetMark Inc
337
AssetMark Inc
California
$7.4K
ME
338
McIlrath & Eck
Washington
$7.25K
PTC
339
Private Trust Company
Ohio
$7.1K
LI
340
LRI Investments
Florida
$7.08K
PAI
341
Pittenger & Anderson Inc
Nebraska
$6.17K
HWM
342
Hemington Wealth Management
Virginia
$6K
GWM
343
Geneos Wealth Management
Colorado
$4.94K
RAM
344
Riggs Asset Management
Pennsylvania
$4.78K
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$4.63K
VWWMG
346
Vermillion & White Wealth Management Group
Pennsylvania
$4.32K
VCM
347
Versant Capital Management
Arizona
$3.7K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$3.55K
HNW
349
High Note Wealth
Minnesota
$3.55K
BWL
350
Bogart Wealth LLC
Virginia
$3.08K