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Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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