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Palomar

345 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, 123 increasing their positions, 134 reducing their positions, and 79 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)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
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
GM
376
GeoWealth Management
Illinois
JF
377
Jump Financial
Illinois
BPC
378
Bryce Point Capital
New York
VF
379
Virtu Financial
New York
OAC
380
OMERS Administration Corp
Ontario, Canada
TFA
381
Toth Financial Advisory
Virginia
PP
382
PDT Partners
New York
EA
383
Efficient Advisors
Ohio
Wolverine Trading
384
Wolverine Trading
Illinois
CIP
385
Convergence Investment Partners
Florida
DWM
386
Dakota Wealth Management
Florida
FAIM
387
Financial Advocates Investment Management
Washington
NRD
388
Nebula Research & Development
New York
OIA
389
OneDigital Investment Advisors
Kansas
OSAM
390
O'Shaughnessy Asset Management
Connecticut
IA
391
Inspire Advisors
Idaho
AC
392
AlphaCore Capital
California
PTC
393
Petrus Trust Company
Texas
Mackenzie Financial
394
Mackenzie Financial
Ontario, Canada
FIM
395
Freedom Investment Management
Connecticut
FCM
396
Fieldview Capital Management
Michigan
PAG
397
Private Advisor Group
New Jersey
LBWM
398
Left Brain Wealth Management
Illinois
CC
399
Corton Capital
Ontario, Canada
ZCI
400
Zevenbergen Capital Investments
Washington