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Palomar

336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

127% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $2.51M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more capital invested

Capital invested by funds: $2.57B → $3.34B (+$776M)

20% more funds holding

Funds holding: 279336 (+57)

0.37% less ownership

Funds ownership: 91.72%91.35% (-0.37%)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+57
Holders Change %
+20.43%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
113
Reduced
115
Closed
21
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$12.3M +$113K +956 +1%
JP Morgan Chase
52
JP Morgan Chase
New York
$11.6M -$10.9M -91,948 -52%
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$2.16M +18,230 +28%
PCM
54
Peregrine Capital Management
Minnesota
$10.3M -$1.99M -16,804 -18%
UBS AM
55
UBS AM
Illinois
$9.96M +$919K +7,754 +12%
Legal & General Group
56
Legal & General Group
United Kingdom
$9.92M -$173K -1,460 -2%
MAP
57
Moody Aldrich Partners
Massachusetts
$9.66M +$968K +8,169 +13%
Cerity Partners
58
Cerity Partners
New York
$9.66M +$8.06M +68,041 +2,826%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$9.58M +$96.7K +816 +1%
NC
60
NBW Capital
Massachusetts
$9.57M -$2.55M -21,556 -24%
WA
61
Waverly Advisors
Alabama
$9.57M +$8.27M +69,781 New
Universal-Beteiligungs- und Servicegesellschaft
62
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.48M +$1.85M +15,654 +29%
RG
63
Renaissance Group
Kentucky
$9.43M +$1.56M +13,146 +24%
Barclays
64
Barclays
United Kingdom
$8.8M -$1.06M -8,938 -12%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$8.8M -$8.32M -70,235 -52%
SEI Investments
66
SEI Investments
Pennsylvania
$8.73M -$1.63M -13,719 -18%
First Trust Advisors
67
First Trust Advisors
Illinois
$8.44M +$784K +6,620 +12%
LCG
68
Lisanti Capital Growth
New York
$7.93M +$6.86M +57,870 New
ORI
69
Oak Ridge Investments
Illinois
$7.48M -$24.3K -205 -0.4%
FMI
70
F/M Investments
District of Columbia
$7.06M -$89.7K -757 -1%
Swiss National Bank
71
Swiss National Bank
Switzerland
$7.03M -$23.7K -200 -0.4%
BHWA
72
Beacon Harbor Wealth Advisors
Virginia
$6.94M +$6M +50,650 New
HCA
73
Harbor Capital Advisors
Illinois
$6.93M +$909K +7,675 +18%
CCMG
74
Clark Capital Management Group
Pennsylvania
$6.88M +$5.95M +50,209 New
Comerica Bank
75
Comerica Bank
Texas
$6.83M +$215K +1,818 +4%

PLMR Hedge Fund Activity: Q1 2025 in Review

336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.

  • 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
  • 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
  • The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
  • The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.