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Palomar

336 hedge funds and large institutions have $3.34B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 21

127% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $2.51M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

30% more capital invested

Capital invested by funds: $2.57B → $3.34B (+$776M)

20% more funds holding

Funds holding: 279336 (+57)

0.37% less ownership

Funds ownership: 91.72%91.35% (-0.37%)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+57
Holders Change %
+20.43%
% of All Funds
4.5%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
78
Increased
113
Reduced
115
Closed
21
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Penserra Capital Management
California
$1.33M +$1.15M +9,683 New
GT
152
Glenmede Trust
Pennsylvania
$1.24M +$135K +1,142 +14%
Two Sigma Investments
153
Two Sigma Investments
New York
$1.21M -$574K -4,845 -36%
LS
154
Livforsakringsbolaget Skandia
Sweden
$1.15M
AAM
155
Advisors Asset Management
Colorado
$1.13M +$874K +7,378 +867%
SO
156
STRS Ohio
Ohio
$1.12M -$142K -1,200 -13%
NRD
157
Nebula Research & Development
New York
$1.12M +$970K +8,189 New
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$1.11M +$32K +270 +3%
CIS
160
Custom Index Systems
New York
$1.06M +$918K +7,751 New
MSRPS
161
Maryland State Retirement & Pension System
Maryland
$1.06M -$138K -1,167 -13%
CPC
162
Cookson Peirce & Co
Pennsylvania
$1.06M +$146K +1,230 +19%
TFA
163
Toth Financial Advisory
Virginia
$1.05M +$32.6K +275 +4%
ASRS
164
Arizona State Retirement System
Arizona
$1.04M -$711 -6 -0.1%
Squarepoint
165
Squarepoint
New York
$1.04M -$249K -2,101 -22%
AB
166
Amalgamated Bank
New York
$1.03M -$17.3K -146 -2%
Creative Planning
167
Creative Planning
Kansas
$1.03M +$407K +3,438 +85%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$970K +$96.1K +811 +13%
KPWS
169
Kestra Private Wealth Services
Texas
$967K +$836K +7,053 New
VOYA Investment Management
170
VOYA Investment Management
Georgia
$957K -$55.4K -468 -6%
State Board of Administration of Florida Retirement System
171
State Board of Administration of Florida Retirement System
Florida
$950K
SWM
172
Spire Wealth Management
Virginia
$916K +$792K +6,682 New
SSWM
173
Sheets Smith Wealth Management
North Carolina
$902K
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$892K -$118K -995 -13%
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$870K +$82.8K +699 +12%

PLMR Hedge Fund Activity: Q1 2025 in Review

336 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q1 2025, worth a combined $3.34B — up 30% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PLMR positions and 21 closed out — a net gain of 57 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Freestone Grove Partners, adding an estimated $13M. The largest seller was Champlain Investment Partners, cutting an estimated $25.8M.

  • 336 institutional investors held Palomar (PLMR) as of Q1 2025, up from 279 in Q4 2024.
  • Funds reported $3.34B of Palomar stock for Q1 2025, up 30% quarter-over-quarter.
  • 78 funds opened new Palomar positions in Q1 2025 and 21 closed out, a net change of +57 holders.
  • The largest Palomar buyer in Q1 2025 was Freestone Grove Partners, an estimated $13M added.
  • The largest Palomar seller in Q1 2025 was Champlain Investment Partners, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.