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Palomar

383 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
MIM
126
MetLife Investment Management
New Jersey
$2.43M
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$2.42M
IMRF
128
Illinois Municipal Retirement Fund
Illinois
$2.4M
Fidelity Investments
129
Fidelity Investments
Massachusetts
$2.37M
SSIM
130
Sheets Smith Investment Management
Texas
$2.32M
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$2.31M
CMF
132
Counterpoint Mutual Funds
California
$2.29M
Mirae Asset Global ETFs Holdings
133
Mirae Asset Global ETFs Holdings
Hong Kong
$2.23M
Stifel Financial
134
Stifel Financial
Missouri
$2.21M
SDIC
135
South Dakota Investment Council
South Dakota
$2.19M
HAIM
136
Hunter Associates Investment Management
Pennsylvania
$2.18M
HIS
137
Harvest Investment Services
Illinois
$2.15M
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$2.09M
MAM
139
Martingale Asset Management
Massachusetts
$2.01M
Marshall Wace
140
Marshall Wace
United Kingdom
$1.97M
JCIA
141
Jackson Creek Investment Advisors
Colorado
$1.96M
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.93M
Natixis Advisors
143
Natixis Advisors
Massachusetts
$1.83M
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$1.81M
Creative Planning
145
Creative Planning
Kansas
$1.8M
AAM
146
Advisors Asset Management
Colorado
$1.79M
EGM
147
Engineers Gate Manager
New York
$1.79M
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.7M
VOYA Investment Management
149
VOYA Investment Management
Georgia
$1.66M
CCA
150
Conestoga Capital Advisors
Pennsylvania
$1.66M