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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSFG
351
Park Square Financial Group
Georgia
$2.78K +$2.78K +18 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$2.47K -$154 -1 -6%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.47K +16 New
OP
354
ORG Partners
Indiana
$2.38K +$2.38K +16 New
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$2.31K +$2.31K +15 New
WSFS
356
Wilmington Savings Fund Society
Delaware
$2.01K +$2.01K +13 New
PMAM
357
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
LFG
358
Larson Financial Group
Missouri
$1.85K +$1.23K +8 +200%
BCMLT
359
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K – – –
FFO
360
Fortitude Family Office
Arizona
$1.54K +$1.54K +10 New
FHA
361
First Horizon Advisors
Tennessee
$1.54K +$1.54K +10 New
SIC
362
SJS Investment Consulting
Ohio
$1.39K +$772 +5 +125%
BFS
363
Bare Financial Services
Pennsylvania
$1.23K +$1.23K +8 New
CT
364
Clearstead Trust
Maine
$1.23K +$1.23K +8 New
PWMG
365
Private Wealth Management Group
New Jersey
$1.08K – – –
AGWCA
366
Annis Gardner Whiting Capital Advisors
Florida
$1.08K +$1.08K +7 New
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$926 – – –
PWMG
368
Prestige Wealth Management Group
New Jersey
$926 – – –
RWM
369
Rialto Wealth Management
New York
$772 +$154 +1 +25%
HNB
370
Huntington National Bank
Ohio
$771 – – –
TWD
371
True Wealth Design
Ohio
$617 +$154 +1 +33%
PWA
372
Physician Wealth Advisors
Utah
$617 +$617 +4 New
DF
373
DecisionPoint Financial
Arizona
$447 +$447 +3 New
AWM
374
Abound Wealth Management
Tennessee
$309 – – –
DRP
375
Decker Retirement Planning
Utah
$309 +$309 +2 New
13 14
15
16 17