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Compass

284 hedge funds and large institutions have $2.12B invested in Compass in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 67 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+38
Holders Change %
+15.45%
% of All Funds
3.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
67
Increased
103
Reduced
67
Closed
28
Calls
$15.8M
Puts
$9.68M
Net Calls
+$6.08M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
251
Arax Advisory Partners
Colorado
$6.73K +$848 +145 +14%
SC
252
SouthState Corp
Florida
$3.99K +$3.99K +682 New
QL
253
Quarry LP
New York
$3.94K +$3.94K +673 New
S
254
SignatureFD
Georgia
$3.55K +$205 +35 +6%
GI
255
GAMMA Investing
California
$3.35K +$2.89K +494 +633%
LCM
256
Logan Capital Management
Pennsylvania
$2.93K
RIL
257
Rothschild Investment LLC
Illinois
$2.6K +$205 +35 +9%
PA
258
PSI Advisors
Florida
$2.46K
LB
259
Legacy Bridge
Iowa
$2.34K +$2.34K +400 New
LC
260
Lindbrook Capital
California
$2.29K
UB
261
UMB Bank
Missouri
$2.2K
SCM
262
Sterling Capital Management
North Carolina
$2.16K -$129 -22 -6%
Bessemer Group
263
Bessemer Group
New Jersey
$2K
CAL
264
Capital Analysts LLC
Pennsylvania
$2K
SIC
265
SJS Investment Consulting
Ohio
$1.97K
LFG
266
Larson Financial Group
Missouri
$1.84K -$2.54K -434 -58%
PCTC
267
Perkins Coie Trust Company
Washington
$1.76K
TCOV
268
Trust Company of Vermont
Vermont
$1.76K
GRP
269
Global Retirement Partners
California
$1.72K
EWA
270
EverSource Wealth Advisors
Alabama
$1.3K +$1.3K +223 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$1.11K
VCM
272
Versant Capital Management
Arizona
$1.01K
PS
273
Principal Securities
Iowa
$807
CAS
274
Coppell Advisory Solutions
Texas
$579
CFO
275
CVA Family Office
Colorado
$567