PLMR icon

Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 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: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

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
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
PWA
376
Physician Wealth Advisors
Utah
$617
DF
377
DecisionPoint Financial
Arizona
$447
AWM
378
Abound Wealth Management
Tennessee
$309
DRP
379
Decker Retirement Planning
Utah
$309
TIM
380
Tortoise Investment Management
New York
$309
HIA
381
HFM Investment Advisors
New Jersey
$308
BHWM
382
Bay Harbor Wealth Management
Maryland
$308
TFM
383
TFC Financial Management
Massachusetts
$155
PWM
384
Parkworth Wealth Management
California
$154
Point72 Asset Management
385
Point72 Asset Management
Connecticut
Balyasny Asset Management
386
Balyasny Asset Management
Illinois
LCG
387
Lisanti Capital Growth
New York
LIP
388
Lighthouse Investment Partners
Florida
SSA
389
Schonfeld Strategic Advisors
New York
CF
390
Corebridge Financial
Texas
N
391
Numerai
California
PCM
392
Penserra Capital Management
California
CAS
393
Coppell Advisory Solutions
Texas
SWM
394
Spire Wealth Management
Virginia
GCM
395
Graham Capital Management
Connecticut
KCM
396
Kennedy Capital Management
Missouri
FRM
397
Fox Run Management
Connecticut
DFCM
398
Dark Forest Capital Management
Puerto Rico
Lido Advisors
399
Lido Advisors
California
HWM
400
Hohimer Wealth Management
Washington