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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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$1.66M
CCA
152
Conestoga Capital Advisors
Pennsylvania
$1.66M
TI
153
Trexquant Investment
Connecticut
$1.64M
LS
154
Livforsakringsbolaget Skandia
Sweden
$1.57M
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.56M
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.56M
YCM
157
Yousif Capital Management
Michigan
$1.55M
KPWS
158
Kestra Private Wealth Services
Texas
$1.52M
BCI
159
Brinker Capital Investments
Pennsylvania
$1.52M
CC
160
Centiva Capital
New York
$1.47M
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
$1.39M
PFM
162
Premier Fund Managers
United Kingdom
$1.35M
IQI
163
Integrated Quantitative Investments
Washington
$1.34M
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$1.33M
LCGC
165
Legacy Capital Group California
California
$1.33M
AWM
166
Axxcess Wealth Management
California
$1.3M
CPC
167
Cookson Peirce & Co
Pennsylvania
$1.29M
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$1.26M
CIS
169
Custom Index Systems
New York
$1.26M
Verition Fund Management
170
Verition Fund Management
Connecticut
$1.24M
MSRPS
171
Maryland State Retirement & Pension System
Maryland
$1.21M
TI
172
Tidal Investments
Wisconsin
$1.2M
ASRS
173
Arizona State Retirement System
Arizona
$1.2M
HSBC Holdings
174
HSBC Holdings
United Kingdom
$1.19M
HIS
175
Horizon Investment Services
Indiana
$1.19M