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Compass

415 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, 175 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

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
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.1M
Puts
$12.4M
Net Calls
Net Calls Change

Top Buyers

1 +$400M
2 +$160M
3 +$125M
4
BlackRock
BlackRock
New York
+$119M
5
Citadel Advisors
Citadel Advisors
Florida
+$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
301
Arlington Trust
Alabama
$102K
FPAS
302
Focus Partners Advisor Solutions
Missouri
$102K
HNB
303
Huntington National Bank
Ohio
$93.2K
AWM
304
AE Wealth Management
Kansas
$92.9K
First Trust Advisors
305
First Trust Advisors
Illinois
$92.5K
GS
306
GWN Securities
Florida
$91.3K
WIA
307
World Investment Advisors
California
$86.7K
BIG
308
Brooklyn Investment Group
New York
$85.7K
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$84.5K
PA
310
Profund Advisors
Maryland
$84K
GC
311
Guggenheim Capital
Illinois
$82.9K
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$82.2K
IC
313
Inscription Capital
Texas
$82.1K
XF
314
XML Financial
Maryland
$81.8K
MFG
315
Merit Financial Group
Georgia
$81K
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$79.5K
NERM
317
New England Research & Management
Illinois
$78.9K
QCM
318
QRG Capital Management
Illinois
$76.9K
EAM
319
Eventide Asset Management
Massachusetts
$75K
Federated Hermes
320
Federated Hermes
Pennsylvania
$72.1K
EWA
321
EverSource Wealth Advisors
Alabama
$71.5K
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$68.6K
SCM
323
Sterling Capital Management
North Carolina
$60K
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$59.5K
PA
325
Parallel Advisors
California
$55.3K