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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 %
SCM
176
Sterling Capital Management
North Carolina
$11.2K +$3.99K +636 +55%
AAS
177
Ameritas Advisory Services
Nebraska
$10.8K +$10.8K +1,721 New
HWA
178
HHM Wealth Advisors
Tennessee
$9.42K – – –
BTD
179
BankPlus Trust Department
Mississippi
$8.67K – – –
MEG
180
Millstone Evans Group
Colorado
$8.62K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.16K – – –
PC
182
Promus Capital
Illinois
$8.15K – – –
SPIA
183
Steward Partners Investment Advisory
New York
$8.14K -$80.1K -12,754 -91%
HIA
184
Harbor Investment Advisory
Maryland
$7.85K – – –
CFD
185
Creative Financial Designs
Indiana
$7.18K – – –
AUB
186
Atlantic Union Bankshares
Virginia
$7.15K +$7.15K +1,139 New
TWD
187
True Wealth Design
Ohio
$5.72K +$5.5K +876 +2,576%
EWA
188
EverSource Wealth Advisors
Alabama
$5.63K +$5.33K +848 +1,767%
Comerica Bank
189
Comerica Bank
Texas
$5.61K -$1.39K -221 -20%
MAM
190
Meeder Asset Management
Ohio
$5.34K – – –
API
191
Asset Planning Inc
California
$4.71K – – –
CTA
192
Colonial Trust Advisors
South Carolina
$4.4K +$4.4K +700 New
RA
193
Rise Advisors
New York
$4.24K – – –
NA
194
NewEdge Advisors
Louisiana
$3.99K +$57 +9 +1%
SWA
195
SOA Wealth Advisors
New York
$3.7K +$50 +8 +1%
FFA
196
Farther Finance Advisors
California
$3.66K -$13.9K -2,213 -79%
IA
197
IFP Advisors
Florida
$3.1K +$748 +119 +32%
Jones Financial Companies
198
Jones Financial Companies
Missouri
$3.07K – – –
OC
199
Oakworth Capital
Alabama
$3.05K – – –
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
$3K +$317 +57 +12%
6 7
8
9 10