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Compass

339 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, 113 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: $ → $

28% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 88

8% more funds holding

Funds holding: 313339 (+26)

6.73% more ownership

Funds ownership: 78.24%84.97% (+6.7%)

Holders
339
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
S
301
SignatureFD
Georgia
$4.59K
WANY
302
Wealthspire Advisors (New York)
New York
$3.61K
IA
303
IFP Advisors
Florida
$3.57K
LB
304
Legacy Bridge
Iowa
$3.21K
UB
305
UMB Bank
Missouri
$3.02K
AF
306
Allworth Financial
California
$2.88K
GRP
307
Global Retirement Partners
California
$2.42K
PCTC
308
Perkins Coie Trust Company
Washington
$2.41K
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$2.26K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$2.04K
CAL
311
Capital Analysts LLC
Pennsylvania
$2K
MAM
312
Meeder Asset Management
Ohio
$1.85K
CA
313
Clearstead Advisors
Ohio
$1.61K
TFM
314
TFC Financial Management
Massachusetts
$1.61K
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$1.52K
LFG
316
Larson Financial Group
Missouri
$1.16K
PS
317
Principal Securities
Iowa
$1.11K
RFP
318
Root Financial Partners
California
$1.04K
BWL
319
Bogart Wealth LLC
Virginia
$964
FFA
320
Farther Finance Advisors
California
$923
HWA
321
Heritage Wealth Advisors
Virginia
$920
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$819
WAM
323
Wolverine Asset Management
Illinois
$802
CFO
324
CVA Family Office
Colorado
$779
BFS
325
Bare Financial Services
Pennsylvania
$771