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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
EC
376
Elequin Capital
New York
$2.79K
UB
377
UMB Bank
Missouri
$2.75K
GFA
378
Godfrey Financial Associates
New York
$2.27K
SVCP
379
Silicon Valley Capital Partners
California
$2.25K
PCTC
380
Perkins Coie Trust Company
Washington
$2.19K
CAL
381
Capital Analysts LLC
Pennsylvania
$2K
QL
382
Quarry LP
New York
$1.68K
CM
383
Caption Management
Oklahoma
$1.46K
DB
384
Danske Bank
Denmark
$1.46K
TFM
385
TFC Financial Management
Massachusetts
$1.46K
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$1.38K
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$1.24K
QCG
388
Quadrant Capital Group
Ohio
$1.21K
AW
389
Avion Wealth
Texas
$1K
BFS
390
Bare Financial Services
Pennsylvania
$936
IAS
391
IMA Advisory Services
Colorado
$840
HWA
392
Heritage Wealth Advisors
Virginia
$837
FPF
393
First Pacific Financial
Washington
$805
CWM
394
Copia Wealth Management
Oregon
$738
CFO
395
CVA Family Office
Colorado
$709
SS
396
Sunbelt Securities
Texas
$607
IPS
397
Investors Portfolio Services
Washington
$581
NSIM
398
North Star Investment Management
Illinois
$556
TPCW
399
TD Private Client Wealth
New York
$548
JWA
400
JFS Wealth Advisors
Pennsylvania
$527