COMP icon

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
FFA
351
Farther Finance Advisors
California
$8.67K
PWMG
352
Private Wealth Management Group
New Jersey
$8.49K
RPA
353
Redwood Park Advisors
California
$8.43K
VNA
354
Valley National Advisers
Pennsylvania
$8K
FIA
355
FNY Investment Advisers
New York
$8K
QC
356
Quent Capital
New York
$7.88K
IRC
357
Investors Research Corp
Georgia
$7.35K
TWD
358
True Wealth Design
Ohio
$7.27K
PWA
359
Portus Wealth Advisors
North Carolina
$6.7K
RFP
360
Root Financial Partners
California
$6.33K
RIL
361
Rothschild Investment LLC
Illinois
$6.29K
S
362
SignatureFD
Georgia
$6.21K
IA
363
IFP Advisors
Florida
$6.17K
UFPG
364
United Financial Planning Group
New York
$5.91K
PEAK6
365
PEAK6
Illinois
$5.29K
Bessemer Group
366
Bessemer Group
New Jersey
$5K
SC
367
SouthState Corp
Florida
$4.99K
FNWA
368
Financial Network Wealth Advisors
Utah
$4.92K
TPWA
369
Twin Peaks Wealth Advisors
California
$3.7K
LWMI
370
Legacy Wealth Management (Idaho)
Idaho
$3.65K
PFBT
371
Parkside Financial Bank & Trust
Missouri
$3.33K
HFS
372
Hughes Financial Services
Virginia
$3.09K
JSAM
373
J. Safra Asset Management
New York
$3.03K
MCM
374
MV Capital Management
Maryland
$2.97K
LB
375
Legacy Bridge
Iowa
$2.92K