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Compass

415 hedge funds and large institutions have $4.84B invested in Compass in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 175 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.39% more ownership

Funds ownership: 88.51%88.9% (+0.39%)

8% less capital invested

Capital invested by funds: $5.25B → $4.84B (-$409M)

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.1M
Puts
$12.4M
Net Calls
Net Calls Change

Top Buyers

1 +$400M
2 +$160M
3 +$125M
4
BlackRock
BlackRock
New York
+$119M
5
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
276
Amalgamated Bank
New York
$148K
Corient Private Wealth
277
Corient Private Wealth
Florida
$145K
EAM
278
Evanson Asset Management
California
$143K
Royal Bank of Canada
279
Royal Bank of Canada
Ontario, Canada
$136K
FT
280
Fiduciary Trust
Massachusetts
$135K
AWM
281
Angeles Wealth Management
California
$135K
M&T Bank
282
M&T Bank
New York
$131K
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$131K
Stifel Financial
284
Stifel Financial
Missouri
$130K
ZIM
285
Zacks Investment Management
Illinois
$130K
RWM
286
Riverbend Wealth Management
South Carolina
$127K
VP
287
Verum Partners
North Carolina
$126K
WCG
288
Weaver Consulting Group
California
$126K
SW
289
SlateStone Wealth
Florida
$125K
FCM
290
Fieldview Capital Management
Michigan
$124K
Lazard Asset Management
291
Lazard Asset Management
New York
$117K
CA
292
Cache Advisors
California
$116K
CWG
293
Crown Wealth Group
North Carolina
$115K
CFG
294
Citizens Financial Group
Rhode Island
$115K
TSS
295
Two Sigma Securities
New York
$111K
BM
296
Berman McAleer
Maryland
$108K
AHL
297
Abel Hall LLC
Louisiana
$106K
NG
298
Norden Group
Utah
$105K
IFPG
299
Intrepid Financial Planning Group
Indiana
$105K
GAG
300
GM Advisory Group
New York
$102K