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Compass
COMP

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$101M
2
DCM
Driehaus Capital Management
Illinois
$71.9M
3
NSGL
No Street GP LP
California
$34M
4
WRCM
Whale Rock Capital Management
Massachusetts
$32.8M
5
Millennium Management
Millennium Management
New York
$32.3M

Top Sellers

1
SIAU
SB Investment Advisers (UK)
United Kingdom
$420M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$353M
3
SM
Senvest Management
New York
$25.3M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$33.8M
5
JGC
J. Goldman & Co
New York
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
276
Rothschild Investment LLC
Illinois
$5.28K +$1.4K +160 +36%
LC
277
Lindbrook Capital
California
$4.59K +$1.17K +134 +34%
LCM
278
Logan Capital Management
Pennsylvania
$4.37K – – –
LB
279
Legacy Bridge
Iowa
$3.49K – – –
SCM
280
Sterling Capital Management
North Carolina
$3.34K +$113 +13 +4%
UB
281
UMB Bank
Missouri
$3.28K – – –
CAL
282
Capital Analysts LLC
Pennsylvania
$3K – – –
Jones Financial Companies
283
Jones Financial Companies
Missouri
$2.84K +$2.84K +311 New
PCTC
284
Perkins Coie Trust Company
Washington
$2.62K – – –
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$2.31K +$1.92K +220 +489%
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$2.14K +$2.14K +281 New
HFS
287
Hughes Financial Services
Virginia
$2.01K +$2.01K +231 New
Bessemer Group
288
Bessemer Group
New Jersey
$2K -$182 -25 -8%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$1.65K – – –
TWD
290
True Wealth Design
Ohio
$1.53K +$1.34K +153 +695%
LFG
291
Larson Financial Group
Missouri
$1.52K -$1.23K -141 -45%
PFBT
292
Parkside Financial Bank & Trust
Missouri
$1.49K +$1.49K +170 New
VCM
293
Versant Capital Management
Arizona
$1.14K -$367 -42 -24%
SC
294
Swan Capital
Florida
$1.05K +$1.05K +120 New
SC
295
Stephens Consulting
Michigan
$1.05K +$1.05K +120 New
HWA
296
Heritage Wealth Advisors
Virginia
$1K +$1K +115 New
SO
297
Sierra Ocean
California
$969 +$969 +111 New
HI
298
Harbour Investments
Wisconsin
$873 +$873 +100 New
CFO
299
CVA Family Office
Colorado
$847 – – –
PS
300
Principal Securities
Iowa
$807 – – –
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