Compass Therapeutics
CMPX
215 hedge funds and large institutions have $363M invested in Compass Therapeutics in 2026 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 86 increasing their positions, 43 reducing their positions, and 46 closing their positions.
185% more call options, than puts
Call options by funds: $904K | Put options by funds: $317K
100% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 43
41% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 46
7% more funds holding
Funds holding: 201 → 215 (+14)
4.23% less ownership
Funds ownership: 96.2% → 91.97% (-4.2%)
60% less capital invested
Capital invested by funds: $919M → $363M (-$556M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAI
Palo Alto Investors
Palo Alto,
California
|
+$12.7M |
| 2 |
Millennium Management
New York
|
+$11.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$9.77M |
| 4 |
State Street
Boston,
Massachusetts
|
+$9.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
BVF Inc
San Francisco,
California
|
-$41.1M |
| 2 |
RI
RTW Investments
New York
|
-$22.1M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$21.6M |
| 4 |
DM
Deerfield Management
New York
|
-$19.1M |
| 5 |
LGM
Logos Global Management
San Francisco,
California
|
-$16.7M |
CMPX Hedge Fund Activity: Q2 2026 in Review
215 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in Compass Therapeutics (CMPX) for Q2 2026, worth a combined $363M — down 60% from $919M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new CMPX positions and 46 closed out — a net gain of 19 holders — while 86 added to existing stakes and 43 trimmed.
The largest buyer was Palo Alto Investors, adding an estimated $12.7M. The largest seller was BVF Inc, exiting entirely with an estimated $41.1M sold.
- 215 institutional investors held Compass Therapeutics (CMPX) as of Q2 2026, up from 201 in Q1 2026.
- Funds reported $363M of Compass Therapeutics stock for Q2 2026, down 60% quarter-over-quarter.
- 65 funds opened new Compass Therapeutics positions in Q2 2026 and 46 closed out, a net change of +19 holders.
- The largest Compass Therapeutics buyer in Q2 2026 was Palo Alto Investors, an estimated $12.7M added.
- The largest Compass Therapeutics seller in Q2 2026 was BVF Inc, an estimated $41.1M sold.
Based on aggregated 13F filings for Q2 2026.