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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

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
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
376
Physician Wealth Advisors
Utah
$617 +$619 +4 New
DF
377
DecisionPoint Financial
Arizona
$447 +$465 +3 New
AWM
378
Abound Wealth Management
Tennessee
$309
DRP
379
Decker Retirement Planning
Utah
$309 +$310 +2 New
TIM
380
Tortoise Investment Management
New York
$309 +$310 +2 New
HIA
381
HFM Investment Advisors
New Jersey
$308 +$155 +1 +100%
BHWM
382
Bay Harbor Wealth Management
Maryland
$308 +$310 +2 New
TFM
383
TFC Financial Management
Massachusetts
$155
PWM
384
Parkworth Wealth Management
California
$154
Point72 Asset Management
385
Point72 Asset Management
Connecticut
-$22.1M -160,976 Closed
Balyasny Asset Management
386
Balyasny Asset Management
Illinois
-$8.8M -64,162 Closed
LCG
387
Lisanti Capital Growth
New York
-$7.93M -57,870 Closed
LIP
388
Lighthouse Investment Partners
Florida
-$2.29M -16,708 Closed
SSA
389
Schonfeld Strategic Advisors
New York
-$1.88M -13,709 Closed
CF
390
Corebridge Financial
Texas
-$1.86M -13,591 Closed
N
391
Numerai
California
-$1.34M -9,739 Closed
PCM
392
Penserra Capital Management
California
-$1.33M -9,683 Closed
CAS
393
Coppell Advisory Solutions
Texas
-$1.64M -8,787 Closed
SWM
394
Spire Wealth Management
Virginia
-$916K -6,682 Closed
GCM
395
Graham Capital Management
Connecticut
-$836K -6,101 Closed
KCM
396
Kennedy Capital Management
Missouri
-$793K -5,787 Closed
FRM
397
Fox Run Management
Connecticut
-$666K -4,862 Closed
DFCM
398
Dark Forest Capital Management
Puerto Rico
-$447K -3,260 Closed
Lido Advisors
399
Lido Advisors
California
-$394K -2,876 Closed
HWM
400
Hohimer Wealth Management
Washington
-$359K -2,617 Closed

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.