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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
DT
176
Diversified Trust
Tennessee
$870K -$246K -2,079 -25%
BCI
177
Brinker Capital Investments
Pennsylvania
$867K +$474K +3,997 +172%
OPS
178
Orion Portfolio Solutions
Nebraska
$867K +$474K +3,997 +172%
ProShare Advisors
179
ProShare Advisors
Maryland
$840K -$194K -1,635 -21%
GCM
180
Graham Capital Management
Connecticut
$836K +$723K +6,101 New
OPERF
181
Oregon Public Employees Retirement Fund
Oregon
$836K -$11.8K -100 -2%
MWM
182
Moran Wealth Management
Florida
$830K -$12.2K -103 -2%
EGM
183
Engineers Gate Manager
New York
$795K +$687K +5,801 New
KCM
184
Kennedy Capital Management
Missouri
$793K -$3.17M -26,784 -82%
CWM
185
CIBC World Markets
New York
$791K +$398K +3,362 +140%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$777K +$246K +2,078 +58%
PFSRSONJ
187
Police & Firemen's Retirement System of New Jersey
New Jersey
$755K +$33.6K +284 +5%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$736K +$24.2K +204 +4%
YC
189
Yarbrough Capital
Tennessee
$734K
TI
190
Tidal Investments
Wisconsin
$730K -$59.8K -505 -9%
AAS
191
Avantax Advisory Services
Texas
$729K -$61.7K -521 -9%
NA
192
Navellier & Associates
Nevada
$726K +$552K +4,661 New
KK
193
KLP Kapitalforvaltning
Norway
$685K -$71.1K -600 -11%
FRM
194
Fox Run Management
Connecticut
$666K +$576K +4,862 New
Pictet Asset Management
195
Pictet Asset Management
Switzerland
$642K +$84.6K +714 +18%
LPL Financial
196
LPL Financial
California
$636K +$185K +1,558 +51%
Verition Fund Management
197
Verition Fund Management
Connecticut
$628K +$543K +4,581 New
QCG
198
Quadrant Capital Group
Ohio
$615K +$401K +3,385 +306%
TI
199
Trexquant Investment
Connecticut
$591K +$511K +4,313 New
OAM
200
Oppenheimer Asset Management
New York
$579K -$73.9K -624 -13%

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.