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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 %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$80K – – –
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$79.7K +$79.7K +12,697 New
CIAS
153
Capital Investment Advisory Services
North Carolina
$77.2K – – –
VCM
154
Voleon Capital Management
California
$76.6K +$76.6K +12,197 New
SAA
155
Southeast Asset Advisors
Georgia
$75.4K +$75.4K +12,000 New
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$70.9K +$70.9K +11,296 New
EWS
157
Evergreen Wealth Solutions
Pennsylvania
$70.7K +$873 +139 +1%
SFA
158
Sequoia Financial Advisors
Ohio
$69.5K +$144 +23 +0.2%
CCIA
159
Campbell & Co Investment Adviser
Maryland
$64K -$189K -30,075 -75%
KAS
160
Kestra Advisory Services
Texas
$63.2K +$63.2K +10,060 New
GWM
161
Geneos Wealth Management
Colorado
$61.7K -$14K -2,230 -18%
CA
162
Clearstead Advisors
Ohio
$59.7K +$35.1K +5,586 +142%
AIP
163
Ameritas Investment Partners
Nebraska
$42.4K – – –
Nomura Asset Management
164
Nomura Asset Management
Japan
$41.1K +$9.24K +1,471 +29%
GKIM
165
GW&K Investment Management
Massachusetts
$36K -$9.24M -1,471,523 -100%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$31.7K +$12.5K +1,992 +65%
NS
167
NBC Securities
Alabama
$25K +$14.7K +2,398 +143%
TSMHT
168
Thurston Springer Miller Herd & Titak
Indiana
$20.2K -$6.94K -1,106 -26%
SOW
169
State of Wyoming
Wyoming
$19.9K +$2.69K +428 +16%
RI
170
Ridgewood Investments
New Jersey
$15.7K – – –
TCOV
171
Trust Company of Vermont
Vermont
$14.7K +$14.7K +2,348 New
AB
172
Amalgamated Bank
New York
$14K – – –
ECM
173
Estabrook Capital Management
New York
$12.9K – – –
AAG
174
Armstrong Advisory Group
Massachusetts
$12.7K -$9.93K -1,581 -44%
HIM
175
Hillsdale Investment Management
Ontario, Canada
$11.9K +$11.9K +1,900 New
5 6
7
8 9