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Compass

312 hedge funds and large institutions have $2.56B invested in Compass in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 107

25% less capital invested

Capital invested by funds: $3.4B → $2.56B (-$839M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$52.6M
2 +$44.6M
3 +$37.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$15.5M
5
JGC
J. Goldman & Co
New York
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
S
276
SignatureFD
Georgia
$3.59K
AAP
277
Arax Advisory Partners
Colorado
$3.24K
IA
278
IFP Advisors
Florida
$2.74K
LB
279
Legacy Bridge
Iowa
$2.51K
UB
280
UMB Bank
Missouri
$2.36K
QL
281
Quarry LP
New York
$2.17K
PNC Financial Services Group
282
PNC Financial Services Group
Pennsylvania
$2.08K
Bessemer Group
283
Bessemer Group
New Jersey
$2K
CAL
284
Capital Analysts LLC
Pennsylvania
$2K
HFS
285
Hughes Financial Services
Virginia
$1.9K
GRP
286
Global Retirement Partners
California
$1.9K
PCTC
287
Perkins Coie Trust Company
Washington
$1.88K
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$1.76K
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$1.19K
PFBT
290
Parkside Financial Bank & Trust
Missouri
$1.07K
LFG
291
Larson Financial Group
Missouri
$911
VCM
292
Versant Capital Management
Arizona
$873
PS
293
Principal Securities
Iowa
$867
AF
294
Allworth Financial
California
$735
HWA
295
Heritage Wealth Advisors
Virginia
$719
SO
296
Sierra Ocean
California
$697
HI
297
Harbour Investments
Wisconsin
$628
LIS
298
Legacy Investment Solutions
Idaho
$628
LWMI
299
Legacy Wealth Management (Idaho)
Idaho
$628
CFO
300
CVA Family Office
Colorado
$609