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Compass Diversified
CODI

Overview Fund Activity

239 hedge funds and large institutions have $835M invested in Compass Diversified in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+11
Holders Change %
+4.82%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
74
Reduced
70
Closed
22
Calls
$2.04M
Puts
$318K
Net Calls
+$1.73M
Net Calls Change
-$553K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$88.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$3.33M
3
Jane Street
Jane Street
New York
$3.62M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.22M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.75M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.63M
2
Bank of America
Bank of America
North Carolina
$15.4M
3
Verition Fund Management
Verition Fund Management
Connecticut
$1.17M
4
Charles Schwab
Charles Schwab
California
$3.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$2.52K +$1.21K +65 +93%
SHF
227
Safe Harbor Fiduciary
Florida
$1.87K – – –
CIAM
228
Caitong International Asset Management
Hong Kong
$1.68K +$1.68K +90 New
MFT
229
Moisand Fitzgerald Tamayo
Florida
$1.21K – – –
SWC
230
Spectrum Wealth Counsel
Indiana
$1.12K – – –
DCM
231
Davis Capital Management
Florida
$1.04K – – –
EWA
232
EverSource Wealth Advisors
Alabama
$896 +$541 +29 +153%
Amundi
233
Amundi
France
$774 +$774 +44 New
LFG
234
Larson Financial Group
Missouri
$653 -$2.39K -128 -79%
TWD
235
True Wealth Design
Ohio
$635 +$635 +34 New
CCM
236
Coldstream Capital Management
Washington
$579 +$579 +31 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$467 +$467 +25 New
SC
238
Stephens Consulting
Michigan
$374 +$374 +20 New
KA
239
Kozak & Associates
Colorado
$9 -$4.1K -455 -100%
BFM
240
Boothbay Fund Management
New York
– -$984K -42,641 Closed
GA
241
GFS Advisors
Texas
– -$404K -17,500 Closed
CW
242
CreativeOne Wealth
Kansas
– -$377K -16,340 Closed
GJCM
243
Grand Jean Capital Management
California
– -$344K -14,900 Closed
CA
244
Cornerstone Advisory
Maryland
– -$264K -12,607 Closed
NQWM
245
Northwest Quadrant Wealth Management
Oregon
– -$250K -10,824 Closed
FRA
246
Frank Rimerman Advisors
California
– -$231K -10,000 Closed
PI
247
PFG Investments
New York
– -$229K -9,912 Closed
KAS
248
Kestra Advisory Services
Texas
– -$228K -9,871 Closed
BFS
249
Bard Financial Services
Connecticut
– -$206K -8,925 Closed
Man Group
250
Man Group
United Kingdom
– -$206K -8,911 Closed
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