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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
GAM
201
Gotham Asset Management
New York
$461K
KWM
202
Keebeck Wealth Management
Illinois
$460K
AA
203
ALPS Advisors
Colorado
$455K
A
204
AlphaQuest
New York
$454K
Truist Financial
205
Truist Financial
North Carolina
$453K
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$449K
LCM
207
Legato Capital Management
California
$430K
SWP
208
Significant Wealth Partners
Illinois
$429K
PCP
209
Perbak Capital Partners
United Kingdom
$406K
Russell Investments Group
210
Russell Investments Group
United Kingdom
$401K
HF
211
HRT Financial
New York
$366K
OAM
212
Oppenheimer Asset Management
New York
$352K
MOACM
213
Mutual of America Capital Management
New York
$350K
OQS
214
Occudo Quantitative Strategies
Florida
$347K
KPWS
215
Kestra Private Wealth Services
Texas
$336K
CIM
216
Contravisory Investment Management
Massachusetts
$329K
CBU
217
CIBC Bancorp USA
Illinois
$328K
ECM
218
Evergreen Capital Management
Washington
$323K
AI
219
Atria Investments
North Carolina
$315K
Universal-Beteiligungs- und Servicegesellschaft
220
Universal-Beteiligungs- und Servicegesellschaft
Germany
$300K
AC
221
Armistice Capital
New York
$299K
Fidelity Investments
222
Fidelity Investments
Massachusetts
$297K
Royal Bank of Canada
223
Royal Bank of Canada
Ontario, Canada
$290K
PA
224
PharVision Advisers
Florida
$286K
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$284K