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Palomar

349 hedge funds and large institutions have $2.78B invested in Palomar in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 136 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less capital invested

Capital invested by funds: $3.8B → $2.78B (-$1.02B)

36% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 80

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.06M
Puts
$4.41M
Net Calls
Net Calls Change

Top Sellers

1 -$73.3M
2 -$52.1M
3 -$49.7M
4
Axa
Axa
France
-$37.4M
5
Macquarie Group
Macquarie Group
Australia
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$471K
FFA
202
Florida Financial Advisors
Florida
$462K
GAM
203
Gotham Asset Management
New York
$461K
KWM
204
Keebeck Wealth Management
Illinois
$460K
AA
205
ALPS Advisors
Colorado
$455K
A
206
AlphaQuest
New York
$454K
Truist Financial
207
Truist Financial
North Carolina
$453K
MSRPS
208
Maryland State Retirement & Pension System
Maryland
$449K
LCM
209
Legato Capital Management
California
$430K
SWP
210
Significant Wealth Partners
Illinois
$429K
PCP
211
Perbak Capital Partners
United Kingdom
$406K
Russell Investments Group
212
Russell Investments Group
United Kingdom
$401K
HF
213
HRT Financial
New York
$366K
OAM
214
Oppenheimer Asset Management
New York
$352K
MOACM
215
Mutual of America Capital Management
New York
$350K
OQS
216
Occudo Quantitative Strategies
Florida
$347K
KPWS
217
Kestra Private Wealth Services
Texas
$336K
CIM
218
Contravisory Investment Management
Massachusetts
$329K
CBU
219
CIBC Bancorp USA
Illinois
$328K
ECM
220
Evergreen Capital Management
Washington
$323K
AI
221
Atria Investments
North Carolina
$315K
Universal-Beteiligungs- und Servicegesellschaft
222
Universal-Beteiligungs- und Servicegesellschaft
Germany
$300K
AC
223
Armistice Capital
New York
$299K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$297K
Royal Bank of Canada
225
Royal Bank of Canada
Ontario, Canada
$290K