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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
326
TD Private Client Wealth
New York
$598
CFM
327
Cornerstone Financial Management
Massachusetts
$598 +$624 +5 New
SIS
328
Sound Income Strategies
Florida
$583 -$998 -8 -62%
GWM
329
Gilpin Wealth Management
Colorado
$478 +$250 +2 +100%
DF
330
DecisionPoint Financial
Arizona
$359
TWD
331
True Wealth Design
Ohio
$359
TC
332
Trust Company
Kansas
$359
BHWM
333
Bay Harbor Wealth Management
Maryland
$358 +$250 +2 +200%
AWM
334
Abound Wealth Management
Tennessee
$239
HIA
335
HFM Investment Advisors
New Jersey
$239
WA
336
WPG Advisers
Maryland
$239
VWM
337
Vermillion Wealth Management
Minnesota
$239 +$250 +2 New
RWM
338
Rialto Wealth Management
New York
$120 -$125 -1 -50%
TFM
339
TFC Financial Management
Massachusetts
$120
CW
340
Curio Wealth
Maryland
$120 +$125 +1 New
GIA
341
GHP Investment Advisors
Colorado
$120 +$125 +1 New
SHIM
342
Stone House Investment Management
Pennsylvania
$120 +$125 +1 New
RS
343
Robeco Schweiz
Switzerland
-$4.38M -32,500 Closed
TI
344
Trexquant Investment
Connecticut
-$3.52M -26,098 Closed
Calamos Advisors
345
Calamos Advisors
Illinois
-$2.34M -17,396 Closed
ACM
346
Aubrey Capital Management
United Kingdom
-$2.32M -17,200 Closed
ECM
347
ExodusPoint Capital Management
New York
-$1.5M -11,135 Closed
IQI
348
Integrated Quantitative Investments
Washington
-$1.42M -10,527 Closed
DAS
349
Diversify Advisory Services
Utah
-$1.12M -8,754 Closed
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
-$854K -6,341 Closed