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Compass

308 hedge funds and large institutions have $3.4B invested in Compass in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 133 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+24
Holders Change %
+8.45%
% of All Funds
4.18%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
64
Increased
133
Reduced
69
Closed
35
Calls
$19.2M
Puts
$4.97M
Net Calls
+$14.2M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
226
Crown Wealth Group
North Carolina
$138K +$138K +15,800 New
VP
227
Verum Partners
North Carolina
$135K +$2.95K +338 +2%
BMM
228
Berkshire Money Management
Massachusetts
$129K -$34.9K -4,000 -21%
QCM
229
Quantinno Capital Management
New York
$127K +$127K +14,597 New
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$126K +$126K +14,438 New
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$125K +$1.49K +171 +1%
GAG
232
GM Advisory Group
New York
$122K +$26.2K +3,000 +27%
PCA
233
Pallas Capital Advisors
Massachusetts
$118K +$19K +2,180 +19%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$117K +$11.7K +1,334 +11%
AB
235
Amalgamated Bank
New York
$114K +$385 +44 +0.3%
CWM
236
Cherrydale Wealth Management
New Jersey
$113K -$68.1K -7,803 -38%
BF
237
Brucke Financial
Indiana
$113K +$19.2K +2,492 +21%
PIM
238
Plato Investment Management
Australia
$110K -$9.43K -1,068 -8%
HNB
239
Huntington National Bank
Ohio
$109K
ECM
240
Everence Capital Management
Indiana
$107K +$107K +12,240 New
GLA
241
Good Life Advisors
Pennsylvania
$103K +$103K +11,774 New
Allianz Asset Management
242
Allianz Asset Management
Germany
$99.2K -$109K -12,499 -52%
IAA
243
Independent Advisor Alliance
North Carolina
$97.3K +$97.3K +11,140 New
MAM
244
Meeder Asset Management
Ohio
$71.8K -$1.16K -133 -2%
BAMF
245
BI Asset Management Fondsmaeglerselskab
Denmark
$55K +$55K +6,334 New
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.9K -$6.76K -774 -13%
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$42K +$42K +4,829 New
MLA
248
MB, Levis & Associates
Pennsylvania
$37.5K
AAP
249
Arax Advisory Partners
Colorado
$31.4K +$21.4K +2,452 +213%
Comerica Bank
250
Comerica Bank
Texas
$28.3K