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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
SOADOR
126
State of Alaska Department of Revenue
Alaska
$2.45M
FCM
127
FJ Capital Management
Virginia
$2.44M
MIM
128
MetLife Investment Management
New Jersey
$2.43M
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$2.42M
IMRF
130
Illinois Municipal Retirement Fund
Illinois
$2.4M
Fidelity Investments
131
Fidelity Investments
Massachusetts
$2.37M
SSIM
132
Sheets Smith Investment Management
Texas
$2.32M
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$2.31M
CMF
134
Counterpoint Mutual Funds
California
$2.29M
Mirae Asset Global ETFs Holdings
135
Mirae Asset Global ETFs Holdings
Hong Kong
$2.23M
Stifel Financial
136
Stifel Financial
Missouri
$2.21M
SDIC
137
South Dakota Investment Council
South Dakota
$2.19M
HAIM
138
Hunter Associates Investment Management
Pennsylvania
$2.18M
HIS
139
Harvest Investment Services
Illinois
$2.15M
Capital Fund Management (CFM)
140
Capital Fund Management (CFM)
France
$2.09M
MAM
141
Martingale Asset Management
Massachusetts
$2.01M
Marshall Wace
142
Marshall Wace
United Kingdom
$1.97M
JCIA
143
Jackson Creek Investment Advisors
Colorado
$1.96M
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.93M
Natixis Advisors
145
Natixis Advisors
Massachusetts
$1.83M
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$1.81M
Creative Planning
147
Creative Planning
Kansas
$1.8M
AAM
148
Advisors Asset Management
Colorado
$1.79M
EGM
149
Engineers Gate Manager
New York
$1.79M
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$1.7M