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Palomar

336 hedge funds and large institutions have $3.24B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.03% more ownership

Funds ownership: 88.83%90.86% (+2%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

4% less funds holding

Funds holding: 350336 (-14)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Algert Global
California
$4.08M
UBS Group
77
UBS Group
Switzerland
$3.82M
AQR Capital Management
78
AQR Capital Management
Connecticut
$3.78M
Russell Investments Group
79
Russell Investments Group
United Kingdom
$3.74M
DZ Bank
80
DZ Bank
Germany
$3.57M
TAM
81
Trillium Asset Management
Massachusetts
$3.53M
TI
82
Trexquant Investment
Connecticut
$3.52M
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.44M
Millennium Management
84
Millennium Management
New York
$3.34M
AIA
85
Alternative Investment Advisors
Florida
$3.23M
IIM
86
INTECH Investment Management
Florida
$3.19M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$3.07M
Canada Life
88
Canada Life
Manitoba, Canada
$3.03M
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$3.01M
HCA
90
Harbor Capital Advisors
Illinois
$2.9M
SDIC
91
South Dakota Investment Council
South Dakota
$2.87M
SC
92
Scholtz & Company
Connecticut
$2.86M
HSA
93
Hussman Strategic Advisors
Maryland
$2.83M
NAMI
94
Nomura Asset Management International
Pennsylvania
$2.79M
CCA
95
Conestoga Capital Advisors
Pennsylvania
$2.78M
HAIM
96
Hunter Associates Investment Management
Pennsylvania
$2.73M
O
97
Ossiam
France
$2.72M
SOADOR
98
State of Alaska Department of Revenue
Alaska
$2.69M
Creative Planning
99
Creative Planning
Kansas
$2.57M
MWM
100
Moran Wealth Management
Florida
$2.47M