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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$2.33M -$51.4K -412 -2%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$2.29M +$615K +4,925 +35%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$2.27M +$841K +6,737 +55%
RP
104
Riverwater Partners
Wisconsin
$2.26M +$106K +853 +5%
Stifel Financial
105
Stifel Financial
Missouri
$2.23M +$567K +4,547 +32%
Creative Planning
106
Creative Planning
Kansas
$2.23M -$54K -433 -2%
ETC
107
Exchange Traded Concepts
Oklahoma
$2.23M +$1.43M +11,441 +159%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.18M +$197K +1,582 +10%
MWM
109
Moran Wealth Management
Florida
$2.11M -$82.4K -660 -4%
HI
110
Horizon Investments
North Carolina
$2.06M +$2.05M +16,406 +1,991%
CIS
111
Connors Investor Services
Pennsylvania
$1.99M +$2.08M +16,647 New
OCM
112
One Capital Management
California
$1.83M +$408K +3,267 +27%
FFL
113
Future Fund LLC
Illinois
$1.83M +$408K +3,267 +27%
Wells Fargo
114
Wells Fargo
California
$1.82M -$2.63M -21,046 -58%
MIM
115
MetLife Investment Management
New Jersey
$1.71M -$35.3K -283 -2%
IMRF
116
Illinois Municipal Retirement Fund
Illinois
$1.67M -$158K -1,267 -8%
MAM
117
Martingale Asset Management
Massachusetts
$1.66M +$113K +903 +7%
Squarepoint
118
Squarepoint
New York
$1.66M +$1.73M +13,860 New
Allianz Asset Management
119
Allianz Asset Management
Germany
$1.6M -$161K -1,289 -9%
Universal-Beteiligungs- und Servicegesellschaft
120
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.54M +$1.22M +9,800 +320%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$1.53M +$66K +529 +4%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$1.53M -$601K -4,812 -27%
CAM
123
Congress Asset Management
Massachusetts
$1.52M +$1.58M +12,682 New
Mirae Asset Global ETFs Holdings
124
Mirae Asset Global ETFs Holdings
Hong Kong
$1.48M +$18.3K +147 +1%
AAM
125
Advisors Asset Management
Colorado
$1.47M -$17.8K -143 -1%