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Compass
COMP

343 hedge funds and large institutions have $3.59B invested in Compass in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 115 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $13M

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

40% more capital invested

Capital invested by funds: $2.56B → $3.59B (+$1.03B)

31% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 88

9% more funds holding

Funds holding: 314 → 343 (+29)

6.79% more ownership

Funds ownership: 78.31% → 85.1% (+6.8%)

Holders
343
Holders Change
+29
Holders Change %
+9.24%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.14%
New
81
Increased
115
Reduced
88
Closed
48
Calls
$62.6M
Puts
$13M
Net Calls
+$49.6M
Net Calls Change
+$26.1M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
2
Artisan Partners
Artisan Partners
Wisconsin
+$45.9M
3
FAM
Fred Alger Management
New York
+$36.1M
4
UBS Group
UBS Group
Switzerland
+$28.7M
5
PCM
Philosophy Capital Management
California
+$27.3M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$35.9M
2
Goldman Sachs
Goldman Sachs
New York
-$29.7M
3
SIAU
SB Investment Advisers (UK)
United Kingdom
-$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
FAM
376
Flaharty Asset Management
Florida
– -$75.4K -12,000 Closed
MF
377
Magnetar Financial
Illinois
– -$68.5K -10,904 Closed
Lazard Asset Management
378
Lazard Asset Management
New York
– -$30K -4,902 Closed
GTAM
379
Global Trust Asset Management
Florida
– -$12.6K -2,000 Closed
TIM
380
Total Investment Management
Arizona
– -$7.22K -1,150 Closed
QL
381
Quarry LP
New York
– -$2.17K -346 Closed
HFS
382
Hughes Financial Services
Virginia
– -$1.9K -231 Closed
SO
383
Sierra Ocean
California
– -$697 -111 Closed
HI
384
Harbour Investments
Wisconsin
– -$628 -100 Closed
LWMI
385
Legacy Wealth Management (Idaho)
Idaho
– -$628 -100 Closed
TPWA
386
Twin Peaks Wealth Advisors
California
– -$373 -44 Closed
WSFS
387
Wilmington Savings Fund Society
Delaware
– -$270 -43 Closed
BIG
388
Brooklyn Investment Group
New York
– -$114 -18 Closed
BHWM
389
Bay Harbor Wealth Management
Maryland
– -$6 -1 Closed
CCM
390
Cloud Capital Management
Washington
– +$49 +6 New
12 13 14 15
16

COMP Hedge Fund Activity: Q3 2025 in Review

343 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q3 2025, worth a combined $3.59B — up 40% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new COMP positions and 48 closed out — a net gain of 33 holders — while 115 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Bank of America, cutting an estimated $35.9M.

  • 343 institutional investors held Compass (COMP) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $3.59B of Compass stock for Q3 2025, up 40% quarter-over-quarter.
  • 81 funds opened new Compass positions in Q3 2025 and 48 closed out, a net change of +33 holders.
  • The largest Compass buyer in Q3 2025 was Fidelity Investments, an estimated $145M added.
  • The largest Compass seller in Q3 2025 was Bank of America, an estimated $35.9M sold.

Based on aggregated 13F filings for Q3 2025.