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Palomar

336 hedge funds and large institutions have $3.24B invested in Palomar in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.03% more ownership

Funds ownership: 88.83%90.86% (+2%)

10% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 63

4% less funds holding

Funds holding: 350336 (-14)

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.36M
Puts
$1.2M
Net Calls
Net Calls Change

Top Sellers

1 -$17.4M
2 -$15.5M
3 -$15.5M
4
Millennium Management
Millennium Management
New York
-$14.7M
5
Jane Street
Jane Street
New York
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
176
Sheets Smith Wealth Management
North Carolina
$585K
NA
177
Navellier & Associates
Nevada
$573K
VC
178
VarCov Co
Connecticut
$556K
AA
179
ALPS Advisors
Colorado
$531K
MSRPS
180
Maryland State Retirement & Pension System
Maryland
$522K
FCM
181
FJ Capital Management
Virginia
$521K
AI
182
Atria Investments
North Carolina
$460K
AAS
183
Ameritas Advisory Services
Nebraska
$443K
MFS
184
Mirabella Financial Services
United Kingdom
$424K
Mariner
185
Mariner
Kansas
$414K
Universal-Beteiligungs- und Servicegesellschaft
186
Universal-Beteiligungs- und Servicegesellschaft
Germany
$412K
Truist Financial
187
Truist Financial
North Carolina
$408K
MOACM
188
Mutual of America Capital Management
New York
$408K
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$406K
AWP
190
Abacus Wealth Partners
California
$391K
SLAM
191
Swiss Life Asset Management
$354K
Two Sigma Advisers
192
Two Sigma Advisers
New York
$337K
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$333K
JCM
194
Janney Capital Management
Pennsylvania
$329K
OAM
195
Oppenheimer Asset Management
New York
$321K
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$318K
P
197
&Partners
Tennessee
$317K
KV
198
Kickstand Ventures
New York
$315K
AIP
199
Ameritas Investment Partners
Nebraska
$297K
ECM
200
Evergreen Capital Management
Washington
$297K