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Palomar

347 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 135 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
351
Texas Permanent School Fund
Texas
Allspring Global Investments
352
Allspring Global Investments
North Carolina
MAP
353
Moody Aldrich Partners
Massachusetts
BHWA
354
Beacon Harbor Wealth Advisors
Virginia
Ensign Peak Advisors
355
Ensign Peak Advisors
Utah
OCM
356
Osterweis Capital Management
California
EGI
357
EAM Global Investors
California
EI
358
EAM Investors
California
Norges Bank
359
Norges Bank
Norway
NVIM
360
New Vernon Investment Management
Illinois
CIA
361
Concurrent Investment Advisors
Florida
WG
362
Winton Group
United Kingdom
FCM
363
FJ Capital Management
Virginia
CMF
364
Counterpoint Mutual Funds
California
HIS
365
Harvest Investment Services
Illinois
Capital Fund Management (CFM)
366
Capital Fund Management (CFM)
France
Marshall Wace
367
Marshall Wace
United Kingdom
LS
368
Livforsakringsbolaget Skandia
Sweden
CC
369
Centiva Capital
New York
AWM
370
Axxcess Wealth Management
California
CPC
371
Cookson Peirce & Co
Pennsylvania
HIS
372
Horizon Investment Services
Indiana
GIM
373
Glenmede Investment Management
Pennsylvania
NFG
374
Nations Financial Group
Iowa
Walleye Capital
375
Walleye Capital
New York