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Palomar

339 hedge funds and large institutions have $3.25B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 129 increasing their positions, 111 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

97% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.2M

17% more capital invested

Capital invested by funds: $2.78B → $3.25B (+$468M)

16% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 111

2.07% more ownership

Funds ownership: 88.83%90.89% (+2.1%)

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

3% less funds holding

Funds holding: 351339 (-12)

Holders
339
Holders Change
-12
Holders Change %
-3.42%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
58
Increased
129
Reduced
111
Closed
63
Calls
$2.36M
Puts
$1.2M
Net Calls
+$1.16M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
376
Contravisory Investment Management
Massachusetts
-$329K -2,817 Closed
PA
377
PharVision Advisers
Florida
-$286K -2,451 Closed
AWA
378
Arete Wealth Advisors
Illinois
-$268K -2,297 Closed
SCA
379
Snowden Capital Advisors
New York
-$267K -2,291 Closed
ET
380
Entropy Technologies
New York
-$257K -2,200 Closed
ATPW
381
Ashton Thomas Private Wealth
Arizona
-$251K -2,148 Closed
BC
382
Bridgefront Capital
Texas
-$205K -1,760 Closed
IFU
383
iSAM Funds (UK)
United Kingdom
-$81.1K -695 Closed
ASN
384
Advisory Services Network
Georgia
-$57.4K -492 Closed
NS
385
NBC Securities
Alabama
-$45.9K -393 Closed
ACM
386
Aster Capital Management
United Arab Emirates
-$39.8K -341 Closed
SOW
387
State of Wyoming
Wyoming
-$30.1K -258 Closed
HBW
388
Hazlett, Burt & Watson
West Virginia
-$24K -200 Closed
ME
389
McIlrath & Eck
Washington
-$10.4K -89 Closed
RA
390
Rise Advisors
New York
-$8.52K -73 Closed
MTC
391
Matrix Trust Company
Colorado
-$7K -62 Closed
KFP
392
Keener Financial Planning
Texas
-$7K -60 Closed
MG
393
Mather Group
Illinois
-$5.25K -45 Closed
WANY
394
Wealthspire Advisors (New York)
New York
-$4.9K -42 Closed
JWM
395
JPL Wealth Management
Colorado
-$4.67K -40 Closed
PAI
396
Pittenger & Anderson Inc
Nebraska
-$4.67K -40 Closed
CT
397
Clearstead Trust
Maine
-$934 -8 Closed
AGWCA
398
Annis Gardner Whiting Capital Advisors
Florida
-$584 -5 Closed
HNB
399
Huntington National Bank
Ohio
-$584 -5 Closed
MA
400
Montag & Associates
Georgia
-$467 -4 Closed