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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.

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

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.63M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$1.17M
4
Charles Schwab
4
Charles Schwab
California
$3.03M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$228K -$17.7K -946 -7%
Victory Capital Management
152
Victory Capital Management
Texas
$227K +$8.23K +441 +4%
GWM
153
Geneos Wealth Management
Colorado
$225K +$116K +6,230 +107%
Cerity Partners
154
Cerity Partners
New York
$221K +$10.3K +554 +5%
Mariner
155
Mariner
Kansas
$218K -$15K -802 -6%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$217K – – –
OA
157
Operose Advisors
Wisconsin
$216K – – –
RCAG
158
Rehmann Capital Advisory Group
Michigan
$208K +$2.43K +130 +1%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$208K -$11.1K -595 -5%
EWS
160
Evergreen Wealth Solutions
Pennsylvania
$208K +$2.05K +110 +1%
SFA
161
Sequoia Financial Advisors
Ohio
$206K +$336 +18 +0.2%
PCG
162
Prosperity Consulting Group
Maryland
$205K -$17.6K -944 -8%
PWP
163
Principle Wealth Partners
Connecticut
$196K – – –
AIP
164
Ameritas Investment Partners
Nebraska
$126K – – –
TRCT
165
Tower Research Capital (TRC)
New York
$101K +$44.1K +2,362 +77%
BAMF
166
BI Asset Management Fondsmaeglerselskab
Denmark
$95K +$95K +5,088 New
Nomura Asset Management
167
Nomura Asset Management
Japan
$94.8K +$16.5K +883 +21%
AAG
168
Armstrong Advisory Group
Massachusetts
$83.1K – – –
TSMHT
169
Thurston Springer Miller Herd & Titak
Indiana
$80.6K +$20.9K +1,122 +35%
AGWCA
170
Annis Gardner Whiting Capital Advisors
Florida
$79K – – –
CA
171
Clearstead Advisors
Ohio
$73.2K -$213K -11,406 -74%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$57K – – –
FFA
173
Farther Finance Advisors
California
$51.8K +$10.7K +577 +26%
SOW
174
State of Wyoming
Wyoming
$51.1K +$51.1K +2,735 New
PAS
175
Point72 Asia (Singapore)
Singapore
$49.5K +$49.5K +2,652 New
5 6
7
8 9