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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
351
High Note Wealth
Minnesota
$3.55K
BWL
352
Bogart Wealth LLC
Virginia
$3.08K
SPIA
353
Steward Partners Investment Advisory
New York
$3.08K
JWA
354
JFS Wealth Advisors
Pennsylvania
$2.78K
PSFG
355
Park Square Financial Group
Georgia
$2.78K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.47K
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$2.47K
OP
358
ORG Partners
Indiana
$2.38K
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$2.31K
WSFS
360
Wilmington Savings Fund Society
Delaware
$2K
PMAM
361
Picton Mahoney Asset Management
Ontario, Canada
$2K
LFG
362
Larson Financial Group
Missouri
$1.85K
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
FFO
364
Fortitude Family Office
Arizona
$1.54K
FHA
365
First Horizon Advisors
Tennessee
$1.54K
SIC
366
SJS Investment Consulting
Ohio
$1.39K
BFS
367
Bare Financial Services
Pennsylvania
$1.23K
CT
368
Clearstead Trust
Maine
$1.23K
PWMG
369
Private Wealth Management Group
New Jersey
$1.08K
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$1.08K
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$926
PWMG
372
Prestige Wealth Management Group
New Jersey
$926
RWM
373
Rialto Wealth Management
New York
$772
HNB
374
Huntington National Bank
Ohio
$771
TWD
375
True Wealth Design
Ohio
$617