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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
PA
326
Parallel Advisors
California
$55.3K +$35.1K +3,337 +79%
KAS
327
Kemnay Advisory Services
New York
$34.4K +$20.8K +1,977 +73%
BWM
328
Benson Wealth Management
Tennessee
$32.2K
MLA
329
MB, Levis & Associates
Pennsylvania
$31.4K
Nomura Asset Management
330
Nomura Asset Management
Japan
$30.7K +$44.1K +4,200 New
AF
331
Allworth Financial
California
$28.2K +$35.5K +3,376 +703%
US Bancorp
332
US Bancorp
Minnesota
$27.9K +$33.7K +3,208 +529%
Jones Financial Companies
333
Jones Financial Companies
Missouri
$27.4K +$25.3K +2,409 +164%
GI
334
GAMMA Investing
California
$25.5K -$1.12K -107 -3%
Optiver Holding
335
Optiver Holding
Netherlands
$22.4K +$6.39K +608 +25%
SPIA
336
Steward Partners Investment Advisory
New York
$19.9K -$8.67K -825 -23%
BF
337
BOK Financial
Oklahoma
$18.4K +$2.36K +225 +10%
AF
338
Advisornet Financial
Minnesota
$18.3K +$13.7K +1,300 +108%
C
339
Covestor
United Kingdom
$18K +$5.11K +486 +23%
TCM
340
TD Capital Management
Tennessee
$17.9K +$25.8K +2,454 New
AAP
341
Arax Advisory Partners
Colorado
$17.8K +$13.2K +1,253 +111%
SAM
342
Smartleaf Asset Management
Massachusetts
$17.7K -$3.04K -289 -10%
VCM
343
Versant Capital Management
Arizona
$17.7K +$11.8K +1,121 +86%
WA
344
Whipplewood Advisors
Colorado
$17.1K +$599 +57 +3%
SS
345
SBI Securities
Japan
$16K +$3.26K +310 +16%
NEWAS
346
N.E.W. Advisory Services
Wisconsin
$14.4K +$20.7K +1,974 New
ASN
347
Advisory Services Network
Georgia
$14.4K +$20.7K +1,969 New
MSWM
348
Mowery & Schoenfeld Wealth Management
Illinois
$13.7K
EP
349
Essential Partners
California
$13.4K +$17.7K +1,685 +1,170%
CSB
350
City State Bank
Iowa
$9.87K