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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
351
Bogart Wealth LLC
Virginia
$3.08K
SPIA
352
Steward Partners Investment Advisory
New York
$3.08K +$310 +2 +11%
JWA
353
JFS Wealth Advisors
Pennsylvania
$2.78K +$929 +6 +50%
PSFG
354
Park Square Financial Group
Georgia
$2.78K +$2.79K +18 New
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.47K -$155 -1 -6%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$2.47K +$2.48K +16 New
OP
357
ORG Partners
Indiana
$2.38K +$2.48K +16 New
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$2.31K +$2.32K +15 New
WSFS
359
Wilmington Savings Fund Society
Delaware
$2K +$2.01K +13 New
PMAM
360
Picton Mahoney Asset Management
Ontario, Canada
$2K
LFG
361
Larson Financial Group
Missouri
$1.85K +$1.24K +8 +200%
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
EP
363
Essential Partners
California
$1.54K +$1.55K +10 New
FFO
364
Fortitude Family Office
Arizona
$1.54K +$1.55K +10 New
FHA
365
First Horizon Advisors
Tennessee
$1.54K +$1.55K +10 New
SIC
366
SJS Investment Consulting
Ohio
$1.39K +$774 +5 +125%
BFS
367
Bare Financial Services
Pennsylvania
$1.23K +$1.24K +8 New
CT
368
Clearstead Trust
Maine
$1.23K +$1.24K +8 New
PWMG
369
Private Wealth Management Group
New Jersey
$1.08K
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$1.08K +$1.08K +7 New
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$926
PWMG
372
Prestige Wealth Management Group
New Jersey
$926
RWM
373
Rialto Wealth Management
New York
$772 +$155 +1 +25%
HNB
374
Huntington National Bank
Ohio
$771
TWD
375
True Wealth Design
Ohio
$617 +$155 +1 +33%

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.