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Compass Diversified

240 hedge funds and large institutions have $836M invested in Compass Diversified in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $318K

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

5% more funds holding

Funds holding: 228240 (+12)

9% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 70

0.47% more ownership

Funds ownership: 59.1%59.57% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less capital invested

Capital invested by funds: $1.03B → $836M (-$194M)

Holders
240
Holders Change
+12
Holders Change %
+5.26%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
76
Reduced
70
Closed
22
Calls
$2.04M
Puts
$318K
Net Calls
+$1.73M
Net Calls Change
-$553K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$230K -$8.26K -400 -3%
PAG
152
Private Advisor Group
New Jersey
$228K -$19.5K -946 -7%
Victory Capital Management
153
Victory Capital Management
Texas
$227K +$9.11K +441 +4%
GWM
154
Geneos Wealth Management
Colorado
$225K +$129K +6,230 +107%
Cerity Partners
155
Cerity Partners
New York
$221K +$11.4K +554 +5%
Mariner
156
Mariner
Kansas
$218K -$16.6K -802 -6%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$217K
OA
158
Operose Advisors
Wisconsin
$216K
RCAG
159
Rehmann Capital Advisory Group
Michigan
$208K +$2.69K +130 +1%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$208K -$12.3K -595 -5%
EWS
161
Evergreen Wealth Solutions
Pennsylvania
$208K +$2.27K +110 +1%
SFA
162
Sequoia Financial Advisors
Ohio
$206K +$372 +18 +0.2%
PCG
163
Prosperity Consulting Group
Maryland
$205K -$19.5K -944 -8%
PWP
164
Principle Wealth Partners
Connecticut
$196K
AIP
165
Ameritas Investment Partners
Nebraska
$126K
TRCT
166
Tower Research Capital (TRC)
New York
$101K +$48.8K +2,362 +77%
BAMF
167
BI Asset Management Fondsmaeglerselskab
Denmark
$95K +$105K +5,088 New
Nomura Asset Management
168
Nomura Asset Management
Japan
$94.8K +$18.2K +883 +21%
AAG
169
Armstrong Advisory Group
Massachusetts
$83.1K
TSMHT
170
Thurston Springer Miller Herd & Titak
Indiana
$80.6K +$23.2K +1,122 +35%
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$79K
CA
172
Clearstead Advisors
Ohio
$73.2K -$236K -11,406 -74%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$57K
FFA
174
Farther Finance Advisors
California
$51.8K +$11.9K +577 +26%
SOW
175
State of Wyoming
Wyoming
$51.1K +$56.5K +2,735 New

CODI Hedge Fund Activity: Q1 2025 in Review

240 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Compass Diversified (CODI) for Q1 2025, worth a combined $836M — down 19% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CODI positions and 22 closed out — a net gain of 14 holders — while 76 added to existing stakes and 70 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $9.33M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $12.1M.

  • 240 institutional investors held Compass Diversified (CODI) as of Q1 2025, up from 228 in Q4 2024.
  • Funds reported $836M of Compass Diversified stock for Q1 2025, down 19% quarter-over-quarter.
  • 36 funds opened new Compass Diversified positions in Q1 2025 and 22 closed out, a net change of +14 holders.
  • The largest Compass Diversified buyer in Q1 2025 was Allspring Global Investments, an estimated $9.33M added.
  • The largest Compass Diversified seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.