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Compass

335 hedge funds and large institutions have $3.59B invested in Compass in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

8% more funds holding

Funds holding: 311335 (+24)

6.73% more ownership

Funds ownership: 78.23%84.96% (+6.7%)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.4M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
301
Legacy Bridge
Iowa
$3.21K
UB
302
UMB Bank
Missouri
$3.02K
GRP
303
Global Retirement Partners
California
$2.42K
PCTC
304
Perkins Coie Trust Company
Washington
$2.41K
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$2.26K
PFBT
306
Parkside Financial Bank & Trust
Missouri
$2.04K
CAL
307
Capital Analysts LLC
Pennsylvania
$2K
MAM
308
Meeder Asset Management
Ohio
$1.85K
CA
309
Clearstead Advisors
Ohio
$1.61K
TFM
310
TFC Financial Management
Massachusetts
$1.61K
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$1.52K
LFG
312
Larson Financial Group
Missouri
$1.16K
PS
313
Principal Securities
Iowa
$1.11K
RFP
314
Root Financial Partners
California
$1.04K
BWL
315
Bogart Wealth LLC
Virginia
$964
FFA
316
Farther Finance Advisors
California
$923
HWA
317
Heritage Wealth Advisors
Virginia
$920
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$819
WAM
319
Wolverine Asset Management
Illinois
$802
CFO
320
CVA Family Office
Colorado
$779
BFS
321
Bare Financial Services
Pennsylvania
$771
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$666
NSIM
323
North Star Investment Management
Illinois
$610
TPCW
324
TD Private Client Wealth
New York
$602
JWA
325
JFS Wealth Advisors
Pennsylvania
$579