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Palomar

383 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, 140 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 capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.72% more ownership

Funds ownership: 90.51%91.23% (+0.72%)

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
383
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
YC
201
Yarbrough Capital
Tennessee
$825K
OCM
202
One Capital Management
California
$824K
FFL
203
Future Fund LLC
Illinois
$820K
JF
204
Jump Financial
Illinois
$819K
NG
205
Novem Group
New York
$817K
AAS
206
Avantax Advisory Services
Texas
$816K
BPC
207
Bryce Point Capital
New York
$810K
MFGM
208
Marshall Financial Group (Maryland)
Maryland
$796K
Two Sigma Advisers
209
Two Sigma Advisers
New York
$740K
NA
210
Navellier & Associates
Nevada
$726K
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$690K
QCG
212
Quadrant Capital Group
Ohio
$690K
VF
213
Virtu Financial
New York
$686K
SSA
214
Sierra Summit Advisors
Nevada
$655K
KWM
215
Keebeck Wealth Management
Illinois
$645K
P
216
&Partners
Tennessee
$638K
OAC
217
OMERS Administration Corp
Ontario, Canada
$632K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$623K
Mariner
219
Mariner
Kansas
$594K
DT
220
Diversified Trust
Tennessee
$579K
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$566K
TFA
222
Toth Financial Advisory
Virginia
$559K
Royal Bank of Canada
223
Royal Bank of Canada
Ontario, Canada
$542K
MOACM
224
Mutual of America Capital Management
New York
$530K
FFA
225
Florida Financial Advisors
Florida
$520K