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Palomar

345 hedge funds and large institutions have $2.77B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 134 reducing their positions, and 79 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:

26% less capital invested

Capital invested by funds: $3.76B → $2.77B (-$991M)

37% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 79

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
345
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
ETC
176
Exchange Traded Concepts
Oklahoma
$765K
DTL
177
Dynamic Technology Lab
Singapore
$717K
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$706K
MFGM
179
Marshall Financial Group (Maryland)
Maryland
$702K
TD Asset Management
180
TD Asset Management
Ontario, Canada
$697K
KK
181
KLP Kapitalforvaltning
Norway
$665K
NG
182
Novem Group
New York
$656K
Verition Fund Management
183
Verition Fund Management
Connecticut
$630K
YC
184
Yarbrough Capital
Tennessee
$625K
P
185
&Partners
Tennessee
$613K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$604K
DT
187
Diversified Trust
Tennessee
$581K
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$581K
ProShare Advisors
189
ProShare Advisors
Maryland
$581K
VOYA Investment Management
190
VOYA Investment Management
Georgia
$559K
VI
191
Versor Investments
New York
$549K
SGI
192
Summit Global Investments
Utah
$533K
GCM
193
Gallacher Capital Management
Colorado
$527K
Amundi
194
Amundi
France
$522K
QCG
195
Quadrant Capital Group
Ohio
$511K
SSWM
196
Sheets Smith Wealth Management
North Carolina
$507K
MML Investors Services
197
MML Investors Services
Massachusetts
$474K
LF
198
Lansforsakringar Fondforvaltning
Sweden
$471K
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$471K
FFA
200
Florida Financial Advisors
Florida
$462K