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Palomar

349 hedge funds and large institutions have $2.78B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 136 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:

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

36% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
349
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
GSWM
326
Golden State Wealth Management
California
$1.52K
JWA
327
JFS Wealth Advisors
Pennsylvania
$1.4K
HFS
328
Hantz Financial Services
Michigan
$1K
SIC
329
SJS Investment Consulting
Ohio
$935
CT
330
Clearstead Trust
Maine
$934
CJ
331
Caitlin John
Michigan
$934
PWMG
332
Private Wealth Management Group
New Jersey
$818
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$739
FFO
334
Fortitude Family Office
Arizona
$701
PWMG
335
Prestige Wealth Management Group
New Jersey
$701
AGWCA
336
Annis Gardner Whiting Capital Advisors
Florida
$584
HNB
337
Huntington National Bank
Ohio
$584
SS
338
Sunbelt Securities
Texas
$584
TPCW
339
TD Private Client Wealth
New York
$584
MA
340
Montag & Associates
Georgia
$467
TWD
341
True Wealth Design
Ohio
$351
LFG
342
Larson Financial Group
Missouri
$350
DF
343
DecisionPoint Financial
Arizona
$330
AWM
344
Abound Wealth Management
Tennessee
$234
HIA
345
HFM Investment Advisors
New Jersey
$234
RWM
346
Rialto Wealth Management
New York
$117
TIM
347
Tortoise Investment Management
New York
$117
TFM
348
TFC Financial Management
Massachusetts
$117
DCM
349
Driehaus Capital Management
Illinois
Axa
350
Axa
France