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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
LB
376
Legacy Bridge
Iowa
$2.92K
EC
377
Elequin Capital
New York
$2.79K +$4.01K +382 New
UB
378
UMB Bank
Missouri
$2.75K
GFA
379
Godfrey Financial Associates
New York
$2.27K +$137 +13 +5%
SVCP
380
Silicon Valley Capital Partners
California
$2.25K +$3.23K +307 New
PCTC
381
Perkins Coie Trust Company
Washington
$2.19K
CAL
382
Capital Analysts LLC
Pennsylvania
$2K
QL
383
Quarry LP
New York
$1.68K +$2.42K +230 New
CM
384
Caption Management
Oklahoma
$1.46K -$9.56M -909,470 -100%
DB
385
Danske Bank
Denmark
$1.46K -$17.9K -1,700 -89%
TFM
386
TFC Financial Management
Massachusetts
$1.46K
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$1.38K
PWPS
388
Pinnacle Wealth Planning Services
Ohio
$1.24K +$1.79K +170 New
QCG
389
Quadrant Capital Group
Ohio
$1.21K +$1.74K +166 New
AW
390
Avion Wealth
Texas
$1K +$2.3K +219 New
BFS
391
Bare Financial Services
Pennsylvania
$936 -$630 -60 -32%
IAS
392
IMA Advisory Services
Colorado
$840 +$1.21K +115 New
HWA
393
Heritage Wealth Advisors
Virginia
$837
FPF
394
First Pacific Financial
Washington
$805 +$1.16K +110 New
CWM
395
Copia Wealth Management
Oregon
$738 +$1.06K +101 New
CFO
396
CVA Family Office
Colorado
$709
SS
397
Sunbelt Securities
Texas
$607 +$841 +80 +2,667%
IPS
398
Investors Portfolio Services
Washington
$581 +$746 +71 New
NSIM
399
North Star Investment Management
Illinois
$556
TPCW
400
TD Private Client Wealth
New York
$548