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Compass

341 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, 114 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: $ → $

30% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 88

9% more funds holding

Funds holding: 313341 (+28)

6.77% more ownership

Funds ownership: 78.24%85% (+6.8%)

Holders
341
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

Top Sellers

1 -$35.9M
2 -$29.7M
3 -$26.8M
4
JGC
J. Goldman & Co
New York
-$23.3M
5
NSGL
No Street GP LP
California
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$5.54K
SC
302
SouthState Corp
Florida
$5.48K
S
303
SignatureFD
Georgia
$4.59K
WANY
304
Wealthspire Advisors (New York)
New York
$3.61K
IA
305
IFP Advisors
Florida
$3.34K
LB
306
Legacy Bridge
Iowa
$3.21K
UB
307
UMB Bank
Missouri
$3.02K
AF
308
Allworth Financial
California
$2.88K
GRP
309
Global Retirement Partners
California
$2.42K
PCTC
310
Perkins Coie Trust Company
Washington
$2.41K
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$2.26K
PFBT
312
Parkside Financial Bank & Trust
Missouri
$2.04K
CAL
313
Capital Analysts LLC
Pennsylvania
$2K
MAM
314
Meeder Asset Management
Ohio
$1.85K
CA
315
Clearstead Advisors
Ohio
$1.61K
TFM
316
TFC Financial Management
Massachusetts
$1.61K
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$1.52K
LFG
318
Larson Financial Group
Missouri
$1.16K
PS
319
Principal Securities
Iowa
$1.11K
RFP
320
Root Financial Partners
California
$1.04K
BWL
321
Bogart Wealth LLC
Virginia
$964
FFA
322
Farther Finance Advisors
California
$923
HWA
323
Heritage Wealth Advisors
Virginia
$920
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$819
WAM
325
Wolverine Asset Management
Illinois
$802