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Compass

335 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, 109 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: $ → $

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

8% more funds holding

Funds holding: 311335 (+24)

6.73% more ownership

Funds ownership: 78.23%84.96% (+6.7%)

Holders
335
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
Acadian Asset Management
276
Acadian Asset Management
Massachusetts
$21K
C
277
Covestor
United Kingdom
$19K
SAM
278
Smartleaf Asset Management
Massachusetts
$18.7K
BF
279
BOK Financial
Oklahoma
$18.4K
WA
280
Whipplewood Advisors
Colorado
$18.3K
MSWM
281
Mowery & Schoenfeld Wealth Management
Illinois
$15K
MTC
282
Matrix Trust Company
Colorado
$15K
GI
283
GAMMA Investing
California
$12.9K
MCM
284
MAI Capital Management
Ohio
$12K
EWA
285
EverSource Wealth Advisors
Alabama
$10.9K
VCM
286
Versant Capital Management
Arizona
$10.4K
PWMG
287
Private Wealth Management Group
New Jersey
$9.33K
SCM
288
Sterling Capital Management
North Carolina
$9.09K
VNA
289
Valley National Advisers
Pennsylvania
$9K
Jones Financial Companies
290
Jones Financial Companies
Missouri
$8.63K
US Bancorp
291
US Bancorp
Minnesota
$7.94K
PD
292
Point72 (DIFC)
United Arab Emirates
$7.78K
ASN
293
Advisory Services Network
Georgia
$7.31K
GWSG
294
GPS Wealth Strategies Group
Colorado
$7.23K
Bessemer Group
295
Bessemer Group
New Jersey
$7K
RA
296
Rise Advisors
New York
$6.72K
RIL
297
Rothschild Investment LLC
Illinois
$5.54K
SC
298
SouthState Corp
Florida
$5.48K
S
299
SignatureFD
Georgia
$4.59K
WANY
300
Wealthspire Advisors (New York)
New York
$3.61K