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Palomar

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
351
Venturi Wealth Management
Texas
-$5.49K -52 Closed
LFA
352
LGT Financial Advisors
Texas
-$4.65K -44 Closed
CWP
353
Concord Wealth Partners
Virginia
-$1.37K -13 Closed
CJ
354
Caitlin John
Michigan
-$845 -8 Closed
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
-$211 -2 Closed