PLMR icon

Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
1
Invesco
Georgia
$123M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
4
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$51.3M
2
AIM
2
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
FGP
5
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
201
Future Fund LLC
Illinois
$820K +$820K +5,317 New
JF
202
Jump Financial
Illinois
$819K +$819K +5,312 New
NG
203
Novem Group
New York
$817K +$817K +5,295 New
AAS
204
Avantax Advisory Services
Texas
$816K -$4.32K -28 -0.5%
BPC
205
Bryce Point Capital
New York
$810K +$810K +5,253 New
MFGM
206
Marshall Financial Group (Maryland)
Maryland
$796K +$796K +5,478 New
Two Sigma Advisers
207
Two Sigma Advisers
New York
$740K +$463K +3,000 +167%
NA
208
Navellier & Associates
Nevada
$726K +$6.94K +45 +1%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$690K -$32.1K -208 -4%
QCG
210
Quadrant Capital Group
Ohio
$690K -$2.93K -19 -0.4%
VF
211
Virtu Financial
New York
$686K +$686K +4,450 New
SSA
212
Sierra Summit Advisors
Nevada
$655K +$655K +4,244 New
KWM
213
Keebeck Wealth Management
Illinois
$645K +$252K +1,634 +64%
P
214
&Partners
Tennessee
$638K +$638K +4,136 New
OAC
215
OMERS Administration Corp
Ontario, Canada
$632K +$632K +4,100 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$623K -$205K -1,328 -25%
Mariner
217
Mariner
Kansas
$594K +$84.7K +549 +17%
DT
218
Diversified Trust
Tennessee
$579K -$400K -2,593 -41%
MWPCG
219
Measured Wealth Private Client Group
New Hampshire
$566K +$49.5K +321 +10%
TFA
220
Toth Financial Advisory
Virginia
$559K -$617K -4,000 -52%
Royal Bank of Canada
221
Royal Bank of Canada
Ontario, Canada
$542K +$85.8K +556 +19%
MOACM
222
Mutual of America Capital Management
New York
$530K -$66.2K -429 -11%
FFA
223
Florida Financial Advisors
Florida
$520K +$200K +1,298 +63%
Squarepoint
224
Squarepoint
New York
$507K -$658K -4,265 -56%
Osaic Holdings
225
Osaic Holdings
Arizona
$505K -$881K -6,354 -64%
7 8
9
10 11