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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 %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$305K -$7.06K -378 -2%
TA
127
TrueWealth Advisors
Alabama
$301K -$18.7K -1,000 -6%
A
128
AlphaQuest
New York
$298K +$271K +14,513 +1,009%
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
$298K +$33.6K +1,800 +13%
AQR Capital Management
130
AQR Capital Management
Connecticut
$294K +$294K +15,758 New
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$285K +$285K +15,254 New
VanEck Associates
132
VanEck Associates
New York
$281K +$76.5K +4,095 +37%
AIM
133
Aigen Investment Management
New York
$281K +$281K +15,026 New
CT
134
Chicago Trust
Illinois
$278K – – –
CWM
135
CIBC World Markets
New York
$276K +$276K +14,787 New
IA
136
Insight Advisors
Pennsylvania
$274K +$915 +49 +0.3%
PFSRSONJ
137
Police & Firemen's Retirement System of New Jersey
New Jersey
$274K – – –
AWM
138
Apollon Wealth Management
South Carolina
$270K -$616K -32,980 -70%
SG Americas Securities
139
SG Americas Securities
New York
$267K -$87.1K -4,657 -25%
1IA
140
1620 Investment Advisors
Massachusetts
$267K -$1.59K -85 -0.6%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$266K – – –
SPIA
142
Steward Partners Investment Advisory
New York
$262K -$163K -8,718 -38%
HSA
143
HBK Sorce Advisory
Pennsylvania
$258K +$467 +25 +0.2%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$247K +$21.6K +1,158 +10%
KK
145
KLP Kapitalforvaltning
Norway
$245K – – –
EH
146
Equitable Holdings
New York
$243K – – –
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$237K – – –
AWA
148
Arete Wealth Advisors
Illinois
$236K – – –
NRD
149
Nebula Research & Development
New York
$230K +$230K +12,340 New
CIAS
150
Capital Investment Advisory Services
North Carolina
$230K -$7.47K -400 -3%
4 5
6
7 8