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Compass Diversified
CODI

Overview Fund Activity

216 hedge funds and large institutions have $291M invested in Compass Diversified in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 65 closing their positions.

Holders
216
Holders Change
-23
Holders Change %
-9.62%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
76
Reduced
56
Closed
65
Calls
$6.43M
Puts
$1.94M
Net Calls
+$4.5M
Net Calls Change
+$2.77M

Top Buyers

1
MP
1
Mangrove Partners
Connecticut
$15.6M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$14.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.37M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.93M
5
EGM
5
Engineers Gate Manager
New York
$3.35M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
GKIM
3
GW&K Investment Management
Massachusetts
$36K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.3M
5
GHAM
5
Gilman Hill Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
126
FORA Capital
Florida
$123K 19,581 +19,581 New
Cerity Partners
127
Cerity Partners
New York
$123K 19,581 +7,718 +65%
FRM
128
Fox Run Management
Connecticut
$122K 19,396 +19,396 New
VOYA Investment Management
129
VOYA Investment Management
Georgia
$120K 19,140 +211 +1%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$113K 18,040 – –
Stifel Financial
131
Stifel Financial
Missouri
$111K 17,626 -2,169 -11%
IA
132
Insight Advisors
Pennsylvania
$107K 17,116 +2,440 +17%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$103K 16,433 -6,300 -28%
Mariner
134
Mariner
Kansas
$101K 16,039 +4,382 +38%
Creative Planning
135
Creative Planning
Kansas
$98.7K 15,722 -5,304 -25%
AIP
136
ARS Investment Partners
New York
$93.5K 14,895 +14,895 New
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$92K 14,654 – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$89.5K 14,244 – –
TI
139
Tidal Investments
Wisconsin
$89.1K 14,193 +14,193 New
CL
140
Choreo LLC
Illinois
$88.2K 14,047 +14,047 New
TRCT
141
Tower Research Capital (TRC)
New York
$87.7K 13,972 +8,555 +158%
HSA
142
HBK Sorce Advisory
Pennsylvania
$86.9K 13,843 +13 +0.1%
1IA
143
1620 Investment Advisors
Massachusetts
$86.1K 13,717 -573 -4%
HIP
144
HUB Investment Partners
Texas
$86K 13,700 +13,700 New
ICM
145
Ionic Capital Management
New York
$83.4K 13,280 +13,280 New
EH
146
Equitable Holdings
New York
$82.9K 13,200 +200 +2%
KK
147
KLP Kapitalforvaltning
Norway
$82.3K 13,100 – –
DWM
148
Diversify Wealth Management
Utah
$81.4K 11,762 +11,762 New
HWP
149
Hibernia Wealth Partners
Louisiana
$80.8K 12,860 +12,860 New
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$80K 12,707 – –
4 5
6
7 8