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Compass

416 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, 176 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $12.4M

129% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 77

84% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 63

12% more funds holding

Funds holding: 371416 (+45)

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
416
Holders Change
+45
Holders Change %
+12.13%
% of All Funds
5.12%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.16%
New
116
Increased
176
Reduced
77
Closed
63
Calls
$59.1M
Puts
$12.4M
Net Calls
+$46.7M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
276
Amalgamated Bank
New York
$148K +$50K +4,761 +31%
Corient Private Wealth
277
Corient Private Wealth
Florida
$145K -$40.9K -3,892 -16%
EAM
278
Evanson Asset Management
California
$143K
Royal Bank of Canada
279
Royal Bank of Canada
Ontario, Canada
$136K -$70.7K -6,732 -27%
FT
280
Fiduciary Trust
Massachusetts
$135K
AWM
281
Angeles Wealth Management
California
$135K +$8.57K +816 +5%
M&T Bank
282
M&T Bank
New York
$131K +$37.7K +3,591 +25%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$131K -$118K -11,265 -39%
Stifel Financial
284
Stifel Financial
Missouri
$130K +$18.3K +1,744 +11%
ZIM
285
Zacks Investment Management
Illinois
$130K +$186K +17,741 New
RWM
286
Riverbend Wealth Management
South Carolina
$127K +$183K +17,401 New
VP
287
Verum Partners
North Carolina
$126K +$18.9K +1,801 +12%
WCG
288
Weaver Consulting Group
California
$126K
SW
289
SlateStone Wealth
Florida
$125K +$179K +17,042 New
FCM
290
Fieldview Capital Management
Michigan
$124K -$207K -19,709 -54%
Lazard Asset Management
291
Lazard Asset Management
New York
$117K +$168K +15,976 New
CA
292
Cache Advisors
California
$116K
CWG
293
Crown Wealth Group
North Carolina
$115K
CFG
294
Citizens Financial Group
Rhode Island
$115K +$2.34K +223 +1%
TSS
295
Two Sigma Securities
New York
$111K +$159K +15,121 New
BM
296
Berman McAleer
Maryland
$108K +$155K +14,777 New
AHL
297
Abel Hall LLC
Louisiana
$106K +$20.9K +1,992 +16%
NG
298
Norden Group
Utah
$105K +$151K +14,402 New
IFPG
299
Intrepid Financial Planning Group
Indiana
$105K +$151K +14,360 New
GAG
300
GM Advisory Group
New York
$102K