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Palomar

342 hedge funds and large institutions have $2.95B invested in Palomar in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $586K

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 112

1.41% more ownership

Funds ownership: 90.89%92.3% (+1.4%)

1% more funds holding

Funds holding: 339342 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $3.25B → $2.95B (-$301M)

Holders
342
Holders Change
+3
Holders Change %
+0.88%
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
126
Reduced
112
Closed
45
Calls
$2.34M
Puts
$586K
Net Calls
+$1.76M
Net Calls Change
+$597K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Crestwood Advisors Group
Massachusetts
$589K -$530K -4,246 -46%
FMI
177
F/M Investments
District of Columbia
$576K -$5.6M -44,846 -90%
VA
178
Vident Advisory
Georgia
$557K +$581K +4,658 New
Jones Financial Companies
179
Jones Financial Companies
Missouri
$553K +$507K +4,062 +604%
QCG
180
Quadrant Capital Group
Ohio
$534K +$499 +4 +0.1%
PMAM
181
Picton Mahoney Asset Management
Ontario, Canada
$530K -$442K -3,542 -44%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$529K -$2K -16 -0.4%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$517K -$1.5K -12 -0.3%
AA
184
ALPS Advisors
Colorado
$492K +$22.3K +179 +5%
ProShare Advisors
185
ProShare Advisors
Maryland
$491K -$128K -1,025 -20%
AAS
186
Ameritas Advisory Services
Nebraska
$475K +$85.5K +685 +21%
MML Investors Services
187
MML Investors Services
Massachusetts
$466K -$66.3K -531 -12%
MSRPS
188
Maryland State Retirement & Pension System
Maryland
$463K
Aviva
189
Aviva
United Kingdom
$439K +$458K +3,672 New
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$434K +$77.3K +619 +21%
BIG
191
Brooklyn Investment Group
New York
$387K +$405K +3,242 New
SLAM
192
Swiss Life Asset Management
$379K +$67.6K +542 +21%
AI
193
Atria Investments
North Carolina
$376K -$33.1K -265 -8%
MOACM
194
Mutual of America Capital Management
New York
$362K +$499 +4 +0.1%
AWP
195
Abacus Wealth Partners
California
$362K +$15.7K +126 +4%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$359K +$375K +3,003 New
BPWM
197
BCS Private Wealth Management
New Jersey
$343K +$358K +2,870 New
Russell Investments Group
198
Russell Investments Group
United Kingdom
$339K -$3.11M -24,952 -90%
Franklin Resources
199
Franklin Resources
California
$337K -$658K -5,273 -65%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$333K +$101K +813 +41%