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Palomar

349 hedge funds and large institutions have $2.78B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 136 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:

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

36% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
349
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
Neuberger Berman Group
351
Neuberger Berman Group
New York
JAM
352
Jupiter Asset Management
United Kingdom
TPSF
353
Texas Permanent School Fund
Texas
Allspring Global Investments
354
Allspring Global Investments
North Carolina
MAP
355
Moody Aldrich Partners
Massachusetts
BHWA
356
Beacon Harbor Wealth Advisors
Virginia
Ensign Peak Advisors
357
Ensign Peak Advisors
Utah
OCM
358
Osterweis Capital Management
California
EGI
359
EAM Global Investors
California
EI
360
EAM Investors
California
Norges Bank
361
Norges Bank
Norway
NVIM
362
New Vernon Investment Management
Illinois
CIA
363
Concurrent Investment Advisors
Florida
WG
364
Winton Group
United Kingdom
FCM
365
FJ Capital Management
Virginia
CMF
366
Counterpoint Mutual Funds
California
HIS
367
Harvest Investment Services
Illinois
Capital Fund Management (CFM)
368
Capital Fund Management (CFM)
France
Marshall Wace
369
Marshall Wace
United Kingdom
LS
370
Livforsakringsbolaget Skandia
Sweden
CC
371
Centiva Capital
New York
AWM
372
Axxcess Wealth Management
California
CPC
373
Cookson Peirce & Co
Pennsylvania
HIS
374
Horizon Investment Services
Indiana
GIM
375
Glenmede Investment Management
Pennsylvania