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Palomar

385 hedge funds and large institutions have $3.79B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 33

15% more funds holding

Funds holding: 336385 (+49)

14% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 125

13% more capital invested

Capital invested by funds: $3.34B → $3.79B (+$444M)

0.46% more ownership

Funds ownership: 91.35%91.81% (+0.46%)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

44% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $11.9M

Holders
385
Holders Change
+49
Holders Change %
+14.58%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
87
Increased
142
Reduced
125
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$833K +$836K +5,400 New
YC
202
Yarbrough Capital
Tennessee
$825K
OCM
203
One Capital Management
California
$824K +$827K +5,343 New
FFL
204
Future Fund LLC
Illinois
$820K +$823K +5,317 New
JF
205
Jump Financial
Illinois
$819K +$822K +5,312 New
NG
206
Novem Group
New York
$817K +$820K +5,295 New
AAS
207
Avantax Advisory Services
Texas
$816K -$4.33K -28 -0.5%
BPC
208
Bryce Point Capital
New York
$810K +$813K +5,253 New
MFGM
209
Marshall Financial Group (Maryland)
Maryland
$796K +$848K +5,478 New
Two Sigma Advisers
210
Two Sigma Advisers
New York
$740K +$465K +3,000 +167%
NA
211
Navellier & Associates
Nevada
$726K +$6.97K +45 +1%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$690K -$32.2K -208 -4%
QCG
213
Quadrant Capital Group
Ohio
$690K -$2.94K -19 -0.4%
VF
214
Virtu Financial
New York
$686K +$689K +4,450 New
SSA
215
Sierra Summit Advisors
Nevada
$655K +$657K +4,244 New
KWM
216
Keebeck Wealth Management
Illinois
$645K +$253K +1,634 +64%
P
217
&Partners
Tennessee
$638K +$640K +4,136 New
OAC
218
OMERS Administration Corp
Ontario, Canada
$632K +$635K +4,100 New
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$623K -$206K -1,328 -25%
Mariner
220
Mariner
Kansas
$594K +$85K +549 +17%
DT
221
Diversified Trust
Tennessee
$579K -$401K -2,593 -41%
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$566K +$49.7K +321 +10%
TFA
223
Toth Financial Advisory
Virginia
$559K -$619K -4,000 -52%
Royal Bank of Canada
224
Royal Bank of Canada
Ontario, Canada
$542K +$86.1K +556 +19%
MOACM
225
Mutual of America Capital Management
New York
$530K -$66.4K -429 -11%

PLMR Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Palomar (PLMR) for Q2 2025, worth a combined $3.79B — up 13% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PLMR positions and 33 closed out — a net gain of 54 holders — while 142 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $86.6M. The largest seller was Champlain Investment Partners, cutting an estimated $42M.

  • 385 institutional investors held Palomar (PLMR) as of Q2 2025, up from 336 in Q1 2025.
  • Funds reported $3.79B of Palomar stock for Q2 2025, up 13% quarter-over-quarter.
  • 87 funds opened new Palomar positions in Q2 2025 and 33 closed out, a net change of +54 holders.
  • The largest Palomar buyer in Q2 2025 was Invesco, an estimated $86.6M added.
  • The largest Palomar seller in Q2 2025 was Champlain Investment Partners, an estimated $42M sold.

Based on aggregated 13F filings for Q2 2025.