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Palomar

384 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 141 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: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
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
BWL
351
Bogart Wealth LLC
Virginia
$3.08K
SPIA
352
Steward Partners Investment Advisory
New York
$3.08K
JWA
353
JFS Wealth Advisors
Pennsylvania
$2.78K
PSFG
354
Park Square Financial Group
Georgia
$2.78K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.47K
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$2.47K
OP
357
ORG Partners
Indiana
$2.38K
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$2.31K
WSFS
359
Wilmington Savings Fund Society
Delaware
$2K
PMAM
360
Picton Mahoney Asset Management
Ontario, Canada
$2K
LFG
361
Larson Financial Group
Missouri
$1.85K
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
FFO
363
Fortitude Family Office
Arizona
$1.54K
FHA
364
First Horizon Advisors
Tennessee
$1.54K
SIC
365
SJS Investment Consulting
Ohio
$1.39K
BFS
366
Bare Financial Services
Pennsylvania
$1.23K
CT
367
Clearstead Trust
Maine
$1.23K
PWMG
368
Private Wealth Management Group
New Jersey
$1.08K
AGWCA
369
Annis Gardner Whiting Capital Advisors
Florida
$1.08K
PWMG
370
Prestige Wealth Management Group
New Jersey
$926
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$926
RWM
372
Rialto Wealth Management
New York
$772
HNB
373
Huntington National Bank
Ohio
$771
TWD
374
True Wealth Design
Ohio
$617
PWA
375
Physician Wealth Advisors
Utah
$617