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Palomar

345 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, 123 increasing their positions, 134 reducing their positions, and 79 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)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
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
MAP
351
Moody Aldrich Partners
Massachusetts
BHWA
352
Beacon Harbor Wealth Advisors
Virginia
Ensign Peak Advisors
353
Ensign Peak Advisors
Utah
OCM
354
Osterweis Capital Management
California
EGI
355
EAM Global Investors
California
EI
356
EAM Investors
California
Norges Bank
357
Norges Bank
Norway
NVIM
358
New Vernon Investment Management
Illinois
CIA
359
Concurrent Investment Advisors
Florida
WG
360
Winton Group
United Kingdom
FCM
361
FJ Capital Management
Virginia
CMF
362
Counterpoint Mutual Funds
California
HIS
363
Harvest Investment Services
Illinois
Capital Fund Management (CFM)
364
Capital Fund Management (CFM)
France
Marshall Wace
365
Marshall Wace
United Kingdom
LS
366
Livforsakringsbolaget Skandia
Sweden
CC
367
Centiva Capital
New York
AWM
368
Axxcess Wealth Management
California
CPC
369
Cookson Peirce & Co
Pennsylvania
HIS
370
Horizon Investment Services
Indiana
GIM
371
Glenmede Investment Management
Pennsylvania
NFG
372
Nations Financial Group
Iowa
Walleye Capital
373
Walleye Capital
New York
Calamos Advisors
374
Calamos Advisors
Illinois
MWM
375
Moran Wealth Management
Florida