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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 %
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$79.7K 12,697 +12,697 New
CIAS
152
Capital Investment Advisory Services
North Carolina
$77.2K 12,300 – –
VCM
153
Voleon Capital Management
California
$76.6K 12,197 +12,197 New
SAA
154
Southeast Asset Advisors
Georgia
$75.4K 12,000 +12,000 New
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$70.9K 11,296 +11,296 New
EWS
156
Evergreen Wealth Solutions
Pennsylvania
$70.7K 11,263 +139 +1%
SFA
157
Sequoia Financial Advisors
Ohio
$69.5K 11,061 +23 +0.2%
CCIA
158
Campbell & Co Investment Adviser
Maryland
$64K 10,193 -30,075 -75%
KAS
159
Kestra Advisory Services
Texas
$63.2K 10,060 +10,060 New
GWM
160
Geneos Wealth Management
Colorado
$61.7K 9,830 -2,230 -18%
CA
161
Clearstead Advisors
Ohio
$59.7K 9,507 +5,586 +142%
AIP
162
Ameritas Investment Partners
Nebraska
$42.4K 6,751 – –
Nomura Asset Management
163
Nomura Asset Management
Japan
$41.1K 6,548 +1,471 +29%
GKIM
164
GW&K Investment Management
Massachusetts
$36K 5,736 -1,471,523 -100%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$31.7K 5,043 +1,992 +65%
NS
166
NBC Securities
Alabama
$25K 4,074 +2,398 +143%
TSMHT
167
Thurston Springer Miller Herd & Titak
Indiana
$20.2K 3,210 -1,106 -26%
SOW
168
State of Wyoming
Wyoming
$19.9K 3,163 +428 +16%
RI
169
Ridgewood Investments
New Jersey
$15.7K 2,500 – –
TCOV
170
Trust Company of Vermont
Vermont
$14.7K 2,348 +2,348 New
AB
171
Amalgamated Bank
New York
$14K 2,308 – –
ECM
172
Estabrook Capital Management
New York
$12.9K 2,050 – –
AAG
173
Armstrong Advisory Group
Massachusetts
$12.7K 2,021 -1,581 -44%
HIM
174
Hillsdale Investment Management
Ontario, Canada
$11.9K 1,900 +1,900 New
SCM
175
Sterling Capital Management
North Carolina
$11.2K 1,786 +636 +55%
5 6
7
8 9