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Compass Diversified
CODI

Overview Fund Activity

217 hedge funds and large institutions have $293M invested in Compass Diversified in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-22
Holders Change %
-9.21%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
50
Increased
77
Reduced
56
Closed
66
Calls
$6.67M
Puts
$4.33M
Net Calls
+$2.34M
Net Calls Change
+$609K

Top Buyers

1
MP
Mangrove Partners
Connecticut
+$15.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$4.45M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.34M
5
EGM
Engineers Gate Manager
New York
+$3.35M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$33.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$30M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$22.4M
4
GKIM
GW&K Investment Management
Massachusetts
-$9.24M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$7.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$124K +$1.44K +230 +1%
FC
127
FORA Capital
Florida
$123K +$123K +19,581 New
Cerity Partners
128
Cerity Partners
New York
$123K +$48.5K +7,718 +65%
FRM
129
Fox Run Management
Connecticut
$122K +$122K +19,396 New
VOYA Investment Management
130
VOYA Investment Management
Georgia
$120K +$1.33K +211 +1%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$113K – – –
Stifel Financial
132
Stifel Financial
Missouri
$111K -$13.6K -2,169 -11%
IA
133
Insight Advisors
Pennsylvania
$107K +$15.3K +2,440 +17%
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$103K -$39.5K -6,300 -28%
Mariner
135
Mariner
Kansas
$101K +$27.5K +4,382 +38%
Creative Planning
136
Creative Planning
Kansas
$98.7K -$33.3K -5,304 -25%
AIP
137
ARS Investment Partners
New York
$93.5K +$93.5K +14,895 New
PFSRSONJ
138
Police & Firemen's Retirement System of New Jersey
New Jersey
$92K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$89.5K – – –
TI
140
Tidal Investments
Wisconsin
$89.1K +$89.1K +14,193 New
CL
141
Choreo LLC
Illinois
$88.2K +$88.2K +14,047 New
TRCT
142
Tower Research Capital (TRC)
New York
$87.7K +$53.7K +8,555 +158%
HSA
143
HBK Sorce Advisory
Pennsylvania
$86.9K +$82 +13 +0.1%
1IA
144
1620 Investment Advisors
Massachusetts
$86.1K -$3.6K -573 -4%
HIP
145
HUB Investment Partners
Texas
$86K +$86K +13,700 New
ICM
146
Ionic Capital Management
New York
$83.4K +$83.4K +13,280 New
EH
147
Equitable Holdings
New York
$82.9K +$1.26K +200 +2%
KK
148
KLP Kapitalforvaltning
Norway
$82.3K – – –
DWM
149
Diversify Wealth Management
Utah
$81.4K +$81.4K +11,762 New
HWP
150
Hibernia Wealth Partners
Louisiana
$80.8K +$80.8K +12,860 New
4 5
6
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