PLMR icon

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
LBWM
401
Left Brain Wealth Management
Illinois
CC
402
Corton Capital
Ontario, Canada
ZCI
403
Zevenbergen Capital Investments
Washington
AWM
404
Apollon Wealth Management
South Carolina
BBA
405
Baader Bank Aktiengesellschaft
Germany
PA
406
Profund Advisors
Maryland
MWM
407
Mindset Wealth Management
Indiana
FG
408
Formula Growth
Quebec, Canada
GWM
409
Gitterman Wealth Management
New Jersey
NA
410
NewEdge Advisors
Louisiana
UFF
411
USA Financial Formulas
Michigan
OWA
412
Opal Wealth Advisors
New York
TPWA
413
Twin Peaks Wealth Advisors
California
BIG
414
Brooklyn Investment Group
New York
NFSG
415
Newbridge Financial Services Group
Florida
GWM
416
Geneos Wealth Management
Colorado
RAM
417
Riggs Asset Management
Pennsylvania
PSFG
418
Park Square Financial Group
Georgia
OP
419
ORG Partners
Indiana
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
WSFS
421
Wilmington Savings Fund Society
Delaware
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
BFS
423
Bare Financial Services
Pennsylvania
PWA
424
Physician Wealth Advisors
Utah
DRP
425
Decker Retirement Planning
Utah