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Palomar

385 hedge funds and large institutions have $3.8B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 142 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

1.09% more ownership

Funds ownership: 90.98%92.07% (+1.1%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
76
Beacon Harbor Wealth Advisors
Virginia
$6.75M
Man Group
77
Man Group
United Kingdom
$6.61M
CSS
78
Cubist Systematic Strategies
Connecticut
$6.6M
FMI
79
F/M Investments
District of Columbia
$6.55M
First Trust Advisors
80
First Trust Advisors
Illinois
$6.52M
AI
81
Axiom Investors
Connecticut
$6.51M
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.45M
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$6.19M
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$6.17M
Wells Fargo
85
Wells Fargo
California
$6.11M
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$6.03M
ACM
87
Aquatic Capital Management
Illinois
$5.85M
SC
88
Scholtz & Company
Connecticut
$5.8M
OCM
89
Osterweis Capital Management
California
$5.73M
HCA
90
Harbor Capital Advisors
Illinois
$5.64M
TC
91
TwinBeech Capital
New York
$5.64M
EGI
92
EAM Global Investors
California
$5.41M
Raymond James Financial
93
Raymond James Financial
Florida
$5.3M
Deutsche Bank
94
Deutsche Bank
Germany
$5.2M
Two Sigma Investments
95
Two Sigma Investments
New York
$5.17M
RS
96
Robeco Schweiz
Switzerland
$5.01M
Comerica Bank
97
Comerica Bank
Texas
$4.97M
TAM
98
Trillium Asset Management
Massachusetts
$4.77M
AG
99
Algert Global
California
$4.63M
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$4.55M