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Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
SPIA
351
Steward Partners Investment Advisory
New York
$3.08K
JWA
352
JFS Wealth Advisors
Pennsylvania
$2.78K
PSFG
353
Park Square Financial Group
Georgia
$2.78K
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.47K
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$2.47K
OP
356
ORG Partners
Indiana
$2.38K
MSFP
357
Mark Sheptoff Financial Planning
Connecticut
$2.31K
WSFS
358
Wilmington Savings Fund Society
Delaware
$2K
PMAM
359
Picton Mahoney Asset Management
Ontario, Canada
$2K
LFG
360
Larson Financial Group
Missouri
$1.85K
BCMLT
361
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K
FFO
362
Fortitude Family Office
Arizona
$1.54K
FHA
363
First Horizon Advisors
Tennessee
$1.54K
SIC
364
SJS Investment Consulting
Ohio
$1.39K
CT
365
Clearstead Trust
Maine
$1.23K
BFS
366
Bare Financial Services
Pennsylvania
$1.23K
PWMG
367
Private Wealth Management Group
New Jersey
$1.08K
AGWCA
368
Annis Gardner Whiting Capital Advisors
Florida
$1.08K
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$926
PWMG
370
Prestige Wealth Management Group
New Jersey
$926
RWM
371
Rialto Wealth Management
New York
$772
HNB
372
Huntington National Bank
Ohio
$771
TWD
373
True Wealth Design
Ohio
$617
PWA
374
Physician Wealth Advisors
Utah
$617
DF
375
DecisionPoint Financial
Arizona
$447