CODI icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
RI
176
Ridgewood Investments
New Jersey
$46.7K – – –
AB
177
Amalgamated Bank
New York
$43K +$1.66K +89 +4%
AT
178
Arlington Trust
Alabama
$41.1K – – –
ECM
179
Estabrook Capital Management
New York
$38.3K – – –
CWC
180
Carolinas Wealth Consulting
North Carolina
$37.3K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$37K +$37K +2,000 New
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.3K +$3.73K +200 +12%
NS
183
NBC Securities
Alabama
$31K +$31K +1,675 +167,500%
KBC Group
184
KBC Group
Belgium
$30K +$30K +1,593 New
HWA
185
HHM Wealth Advisors
Tennessee
$28K – – –
CAL
186
Capital Advisors Ltd
Ohio
$26K – – –
BTD
187
BankPlus Trust Department
Mississippi
$25.8K -$9.13K -489 -26%
MEG
188
Millstone Evans Group
Colorado
$25.6K – – –
MG
189
Mather Group
Illinois
$25.1K – – –
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3K -$21.5K -1,150 -47%
PC
191
Promus Capital
Illinois
$24.2K – – –
HIA
192
Harbor Investment Advisory
Maryland
$23.3K – – –
AF
193
Advisornet Financial
Minnesota
$22.8K +$17.9K +957 +360%
SCM
194
Sterling Capital Management
North Carolina
$21.5K -$18.4K -983 -46%
CFD
195
Creative Financial Designs
Indiana
$21.4K +$21.4K +1,144 New
SSB
196
Sandy Spring Bank
Maryland
$21.3K – – –
Comerica Bank
197
Comerica Bank
Texas
$20.8K +$149 +8 +0.7%
AF
198
Allworth Financial
California
$17.1K – – –
AssetMark Inc
199
AssetMark Inc
California
$17K – – –
MAM
200
Meeder Asset Management
Ohio
$15.9K – – –
6 7
8
9 10