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Compass

310 hedge funds and large institutions have $2.56B invested in Compass in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 53 closing their positions.

Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
94
Reduced
106
Closed
53
Calls
$27.8M
Puts
$4.25M
Net Calls
+$23.6M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
276
IFP Advisors
Florida
$2.74K +$2.74K +378 New
LB
277
Legacy Bridge
Iowa
$2.51K
UB
278
UMB Bank
Missouri
$2.36K
QL
279
Quarry LP
New York
$2.17K +$2.17K +346 New
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$2.08K +$421 +67 +25%
CAL
281
Capital Analysts LLC
Pennsylvania
$2K
Bessemer Group
282
Bessemer Group
New Jersey
$2K
HFS
283
Hughes Financial Services
Virginia
$1.9K
GRP
284
Global Retirement Partners
California
$1.9K +$1.9K +302 New
PCTC
285
Perkins Coie Trust Company
Washington
$1.88K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$1.77K
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$1.19K
PFBT
288
Parkside Financial Bank & Trust
Missouri
$1.07K
LFG
289
Larson Financial Group
Missouri
$911 -$182 -29 -17%
VCM
290
Versant Capital Management
Arizona
$873 +$50 +8 +6%
PS
291
Principal Securities
Iowa
$867
AF
292
Allworth Financial
California
$735 +$119 +19 +19%
HWA
293
Heritage Wealth Advisors
Virginia
$719
SO
294
Sierra Ocean
California
$697
HI
295
Harbour Investments
Wisconsin
$628
LWMI
296
Legacy Wealth Management (Idaho)
Idaho
$628 +$628 +100 New
LIS
297
Legacy Investment Solutions
Idaho
$628 +$628 +100 New
CFO
298
CVA Family Office
Colorado
$609
FFA
299
Farther Finance Advisors
California
$471 +$295 +47 +168%
JWA
300
JFS Wealth Advisors
Pennsylvania
$453 +$453 +72 New