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Palomar

349 hedge funds and large institutions have $2.78B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 136 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:

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

36% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
349
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
FCM
401
Fieldview Capital Management
Michigan
PAG
402
Private Advisor Group
New Jersey
LBWM
403
Left Brain Wealth Management
Illinois
CC
404
Corton Capital
Ontario, Canada
ZCI
405
Zevenbergen Capital Investments
Washington
AWM
406
Apollon Wealth Management
South Carolina
BBA
407
Baader Bank Aktiengesellschaft
Germany
PA
408
Profund Advisors
Maryland
MWM
409
Mindset Wealth Management
Indiana
FG
410
Formula Growth
Quebec, Canada
GWM
411
Gitterman Wealth Management
New Jersey
NA
412
NewEdge Advisors
Louisiana
UFF
413
USA Financial Formulas
Michigan
OWA
414
Opal Wealth Advisors
New York
TPWA
415
Twin Peaks Wealth Advisors
California
BIG
416
Brooklyn Investment Group
New York
NFSG
417
Newbridge Financial Services Group
Florida
GWM
418
Geneos Wealth Management
Colorado
RAM
419
Riggs Asset Management
Pennsylvania
PSFG
420
Park Square Financial Group
Georgia
OP
421
ORG Partners
Indiana
MSFP
422
Mark Sheptoff Financial Planning
Connecticut
WSFS
423
Wilmington Savings Fund Society
Delaware
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
BFS
425
Bare Financial Services
Pennsylvania