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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
FFA
351
Farther Finance Advisors
California
$8.67K +$9.99K +951 +371%
PWMG
352
Private Wealth Management Group
New Jersey
$8.49K
RPA
353
Redwood Park Advisors
California
$8.43K +$12.1K +1,153 New
VNA
354
Valley National Advisers
Pennsylvania
$8K
FIA
355
FNY Investment Advisers
New York
$8K +$11.6K +1,100 New
QC
356
Quent Capital
New York
$7.88K +$11.3K +1,078 New
IRC
357
Investors Research Corp
Georgia
$7.35K +$10.6K +1,005 New
TWD
358
True Wealth Design
Ohio
$7.27K +$10.4K +994 New
PWA
359
Portus Wealth Advisors
North Carolina
$6.7K +$9.63K +917 New
RFP
360
Root Financial Partners
California
$6.33K +$7.58K +721 +497%
RIL
361
Rothschild Investment LLC
Illinois
$6.29K +$1.32K +126 +17%
S
362
SignatureFD
Georgia
$6.21K +$2.91K +277 +48%
IA
363
IFP Advisors
Florida
$6.17K +$4.52K +430 +104%
UFPG
364
United Financial Planning Group
New York
$5.91K +$8.5K +809 New
PEAK6
365
PEAK6
Illinois
$5.29K -$512K -48,746 -99%
Bessemer Group
366
Bessemer Group
New Jersey
$5K -$904 -86 -10%
SC
367
SouthState Corp
Florida
$4.99K
FNWA
368
Financial Network Wealth Advisors
Utah
$4.92K +$7.07K +673 New
BWA
369
Basecamp Wealth Advisors
Washington
$3.87K +$1.17K +111 +26%
TPWA
370
Twin Peaks Wealth Advisors
California
$3.7K +$5.32K +506 New
LWMI
371
Legacy Wealth Management (Idaho)
Idaho
$3.65K +$5.25K +500 New
PFBT
372
Parkside Financial Bank & Trust
Missouri
$3.33K +$2.11K +201 +79%
HFS
373
Hughes Financial Services
Virginia
$3.09K +$2.47K +235 +125%
JSAM
374
J. Safra Asset Management
New York
$3.03K +$2.06K +196 +89%
MCM
375
MV Capital Management
Maryland
$2.97K