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Palomar

349 hedge funds and large institutions have $2.78B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 136 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

36% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$1.7M
IMRF
127
Illinois Municipal Retirement Fund
Illinois
$1.69M
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$1.67M
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$1.62M
Stifel Financial
130
Stifel Financial
Missouri
$1.61M
MAM
131
Martingale Asset Management
Massachusetts
$1.52M
New York State Common Retirement Fund
132
New York State Common Retirement Fund
New York
$1.48M
JCIA
133
Jackson Creek Investment Advisors
Colorado
$1.48M
CCIA
134
Campbell & Co Investment Adviser
Maryland
$1.46M
GCP
135
GSA Capital Partners
United Kingdom
$1.45M
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$1.44M
Mirae Asset Global ETFs Holdings
137
Mirae Asset Global ETFs Holdings
Hong Kong
$1.43M
LPL Financial
138
LPL Financial
California
$1.4M
AAM
139
Advisors Asset Management
Colorado
$1.4M
PMAM
140
Picton Mahoney Asset Management
Ontario, Canada
$1.4M
EMPI
141
Elo Mutual Pension Insurance
Finland
$1.39M
Natixis Advisors
142
Natixis Advisors
Massachusetts
$1.37M
Franklin Resources
143
Franklin Resources
California
$1.32M
SG Americas Securities
144
SG Americas Securities
New York
$1.28M
Citigroup
145
Citigroup
New York
$1.27M
Creative Planning
146
Creative Planning
Kansas
$1.26M
SSIM
147
Sheets Smith Investment Management
Texas
$1.23M
DFCM
148
Dark Forest Capital Management
Puerto Rico
$1.23M
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$1.23M
BHCM
150
Brevan Howard Capital Management
Jersey
$1.22M