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Compass

339 hedge funds and large institutions have $3.59B invested in Compass in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

28% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 88

8% more funds holding

Funds holding: 313339 (+26)

6.73% more ownership

Funds ownership: 78.24%84.97% (+6.7%)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.4M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
226
Mount Yale Investment Advisors
Colorado
$159K
EAM
227
Evanson Asset Management
California
$157K
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$155K
1IA
229
1620 Investment Advisors
Massachusetts
$154K
WPC
230
Wedmont Private Capital
Pennsylvania
$153K
FT
231
Fiduciary Trust
Massachusetts
$149K
PE
232
Point72 Europe
United Kingdom
$147K
FFM
233
Forum Financial Management
Illinois
$145K
Stifel Financial
234
Stifel Financial
Missouri
$139K
AAP
235
Arax Advisory Partners
Colorado
$138K
WCG
236
Weaver Consulting Group
California
$138K
BF
237
Brucke Financial
Indiana
$137K
EF
238
Empowered Funds
Pennsylvania
$130K
KAS
239
Kestra Advisory Services
Texas
$129K
CA
240
Cache Advisors
California
$128K
CWG
241
Crown Wealth Group
North Carolina
$127K
VP
242
Verum Partners
North Carolina
$123K
A
243
AlphaQuest
New York
$121K
MSAM
244
Moloney Securities Asset Management
Missouri
$120K
DS
245
DRW Securities
Illinois
$120K
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$115K
TRCT
247
Tower Research Capital (TRC)
New York
$114K
GAG
248
GM Advisory Group
New York
$112K
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$111K
AB
250
Amalgamated Bank
New York
$105K