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Palomar

333 hedge funds and large institutions have $3.31B invested in Palomar in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+55
Holders Change %
+19.78%
% of All Funds
4.52%
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
111
Reduced
114
Closed
22
Calls
$5.69M
Puts
$2.51M
Net Calls
+$3.18M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$548K -$153K -1,116 -22%
HSBC Holdings
202
HSBC Holdings
United Kingdom
$537K -$616K -4,488 -53%
MOACM
203
Mutual of America Capital Management
New York
$530K -$19.9K -145 -4%
SWP
204
Significant Wealth Partners
Illinois
$525K +$70.9K +517 +16%
MWPCG
205
Measured Wealth Private Client Group
New Hampshire
$459K +$459K +3,348 New
Mariner
206
Mariner
Kansas
$453K +$73.6K +537 +19%
DFCM
207
Dark Forest Capital Management
Puerto Rico
$447K +$447K +3,260 New
FCM
208
Fieldview Capital Management
Michigan
$416K +$416K +3,036 New
A
209
AlphaQuest
New York
$409K -$66.9K -488 -14%
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$406K +$134K +974 +49%
DWM
211
Dakota Wealth Management
Florida
$406K -$14.9K -109 -4%
CIM
212
Contravisory Investment Management
Massachusetts
$404K -$8.09K -59 -2%
Lido Advisors
213
Lido Advisors
California
$394K -$10.6K -77 -3%
AIP
214
Ameritas Investment Partners
Nebraska
$369K
AA
215
ALPS Advisors
Colorado
$367K -$147K -1,071 -29%
CC
216
Centiva Capital
New York
$367K -$48.7K -355 -12%
PP
217
PDT Partners
New York
$366K -$431K -3,145 -54%
AI
218
Atria Investments
North Carolina
$362K -$31.3K -228 -8%
HWM
219
Hohimer Wealth Management
Washington
$359K +$13.6K +99 +4%
JFG
220
Jefferies Financial Group
New York
$350K +$350K +2,555 New
TC
221
TownSquare Capital
Utah
$350K +$350K +2,555 New
KWM
222
Keebeck Wealth Management
Illinois
$349K +$21.2K +155 +6%
US Bancorp
223
US Bancorp
Minnesota
$335K +$114K +831 +51%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$325K +$26K +190 +9%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$324K