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Palomar

384 hedge funds and large institutions have $3.76B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 141 increasing their positions, 124 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.77% more ownership

Funds ownership: 90.52%91.3% (+0.77%)

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
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.62M
Puts
$11.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$833K
YC
202
Yarbrough Capital
Tennessee
$825K
OCM
203
One Capital Management
California
$824K
FFL
204
Future Fund LLC
Illinois
$820K
JF
205
Jump Financial
Illinois
$819K
NG
206
Novem Group
New York
$817K
AAS
207
Avantax Advisory Services
Texas
$816K
BPC
208
Bryce Point Capital
New York
$810K
MFGM
209
Marshall Financial Group (Maryland)
Maryland
$796K
Two Sigma Advisers
210
Two Sigma Advisers
New York
$740K
NA
211
Navellier & Associates
Nevada
$726K
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$690K
QCG
213
Quadrant Capital Group
Ohio
$690K
VF
214
Virtu Financial
New York
$686K
SSA
215
Sierra Summit Advisors
Nevada
$655K
KWM
216
Keebeck Wealth Management
Illinois
$645K
P
217
&Partners
Tennessee
$638K
OAC
218
OMERS Administration Corp
Ontario, Canada
$632K
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$623K
Mariner
220
Mariner
Kansas
$594K
DT
221
Diversified Trust
Tennessee
$579K
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$566K
TFA
223
Toth Financial Advisory
Virginia
$559K
Royal Bank of Canada
224
Royal Bank of Canada
Ontario, Canada
$542K
MOACM
225
Mutual of America Capital Management
New York
$530K