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Palomar

347 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, 124 increasing their positions, 135 reducing their positions, and 80 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)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
347
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
Calamos Advisors
376
Calamos Advisors
Illinois
MWM
377
Moran Wealth Management
Florida
GM
378
GeoWealth Management
Illinois
JF
379
Jump Financial
Illinois
BPC
380
Bryce Point Capital
New York
VF
381
Virtu Financial
New York
OAC
382
OMERS Administration Corp
Ontario, Canada
TFA
383
Toth Financial Advisory
Virginia
SIL
384
Severin Investments, LLC
Missouri
PP
385
PDT Partners
New York
EA
386
Efficient Advisors
Ohio
Wolverine Trading
387
Wolverine Trading
Illinois
CIP
388
Convergence Investment Partners
Florida
DWM
389
Dakota Wealth Management
Florida
FAIM
390
Financial Advocates Investment Management
Washington
NRD
391
Nebula Research & Development
New York
OIA
392
OneDigital Investment Advisors
Kansas
OSAM
393
O'Shaughnessy Asset Management
Connecticut
IA
394
Inspire Advisors
Idaho
AC
395
AlphaCore Capital
California
PTC
396
Petrus Trust Company
Texas
Mackenzie Financial
397
Mackenzie Financial
Ontario, Canada
FIM
398
Freedom Investment Management
Connecticut
FCM
399
Fieldview Capital Management
Michigan
PAG
400
Private Advisor Group
New Jersey