Palomar
PLMR
336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.
271% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 21
127% more call options, than puts
Call options by funds: $5.69M | Put options by funds: $2.51M
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
30% more capital invested
Capital invested by funds: $2.57B → $3.34B (+$776M)
20% more funds holding
Funds holding: 279 → 336 (+57)
0.37% less ownership
Funds ownership: 91.72% → 91.35% (-0.37%)
2% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$13M |
| 2 |
DB
Danske Bank
Copenhagen K,
Denmark
|
+$12.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.5M |
| 4 |
Neuberger Berman Group
New York
|
+$11.1M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$25.8M |
| 2 |
BlackRock
New York
|
-$17.9M |
| 3 |
SDJVC
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
-$13.5M |
| 4 |
JP Morgan Chase
New York
|
-$10.9M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
-$10.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
351
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$71.7K | -665 | Closed |
|
|
AAP
352
Arax Advisory Partners
Denver,
Colorado
| – | -$6.02K | -57 | Closed |
|
|
VWM
353
Venturi Wealth Management
Austin,
Texas
| – | -$5.49K | -52 | Closed |
|
|
LFA
354
LGT Financial Advisors
Dallas,
Texas
| – | -$4.65K | -44 | Closed |
|
|
CWP
355
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.37K | -13 | Closed |
|
|
CJ
356
Caitlin John
Brighton,
Michigan
| – | -$845 | -8 | Closed |
|
357
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$211 | -2 | Closed |
|
PLMR Hedge Fund Activity: Q1 2025 in Review
336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.
The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.
- 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
- Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
- 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
- The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
- The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2025.