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Palomar

384 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, 141 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
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
DF
376
DecisionPoint Financial
Arizona
$447
AWM
377
Abound Wealth Management
Tennessee
$309
DRP
378
Decker Retirement Planning
Utah
$309
TIM
379
Tortoise Investment Management
New York
$309
HIA
380
HFM Investment Advisors
New Jersey
$308
BHWM
381
Bay Harbor Wealth Management
Maryland
$308
TFM
382
TFC Financial Management
Massachusetts
$155
PWM
383
Parkworth Wealth Management
California
$154
Point72 Asset Management
384
Point72 Asset Management
Connecticut
Balyasny Asset Management
385
Balyasny Asset Management
Illinois
LCG
386
Lisanti Capital Growth
New York
LIP
387
Lighthouse Investment Partners
Florida
SSA
388
Schonfeld Strategic Advisors
New York
CF
389
Corebridge Financial
Texas
N
390
Numerai
California
PCM
391
Penserra Capital Management
California
CAS
392
Coppell Advisory Solutions
Texas
SWM
393
Spire Wealth Management
Virginia
GCM
394
Graham Capital Management
Connecticut
KCM
395
Kennedy Capital Management
Missouri
FRM
396
Fox Run Management
Connecticut
DFCM
397
Dark Forest Capital Management
Puerto Rico
Lido Advisors
398
Lido Advisors
California
HWM
399
Hohimer Wealth Management
Washington
TC
400
TownSquare Capital
Utah