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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.

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 %
PS
201
Principal Securities
Iowa
$15K – – –
API
202
Asset Planning Inc
California
$14K – – –
QL
203
Quarry LP
New York
$14K +$14K +748 New
RA
204
Rise Advisors
New York
$12.6K +$12.6K +675 New
NA
205
NewEdge Advisors
Louisiana
$11.7K +$149 +8 +1%
NEWAS
206
N.E.W. Advisory Services
Wisconsin
$11.2K +$11.2K +600 New
SWA
207
SOA Wealth Advisors
New York
$10.8K +$131 +7 +1%
PHK
208
Point72 Hong Kong
Hong Kong
$9.56K +$9.56K +512 New
Jones Financial Companies
209
Jones Financial Companies
Missouri
$9.41K – – –
OC
210
Oakworth Capital
Alabama
$9.07K – – –
PD
211
Point72 (DIFC)
United Arab Emirates
$8.2K +$7.17K +384 +698%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$8.1K +$8.1K +434 New
NWM
213
Navigoe Wealth Management
California
$8K – – –
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$8K – – –
ACM
215
Aster Capital Management
United Arab Emirates
$7.99K -$158K -7,225 -95%
VWM
216
Vermillion Wealth Management
Minnesota
$7.94K – – –
AA
217
Ancora Advisors
Ohio
$7.47K – – –
IA
218
IFP Advisors
Florida
$6.98K – – –
PCTC
219
Perkins Coie Trust Company
Washington
$6.68K – – –
HCA
220
Harbor Capital Advisors
Illinois
$6K +$6K +331 New
SAM
221
Smartleaf Asset Management
Massachusetts
$5.38K -$6.47K -344 -55%
WWM
222
Wolff Wiese Magana
California
$5.23K – – –
GI
223
GAMMA Investing
California
$3.75K -$1.14K -61 -23%
WPA
224
West Paces Advisors
Georgia
$3.73K – – –
KWM
225
Kiker Wealth Management
Georgia
$2.61K +$2.61K +140 New
7 8
9
10 11