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Compass

335 hedge funds and large institutions have $3.59B invested in Compass in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 109 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

24% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 88

8% more funds holding

Funds holding: 311335 (+24)

6.73% more ownership

Funds ownership: 78.23%84.96% (+6.7%)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.4M
Puts
$13M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.21M
DM
127
Diker Management
New York
$1.18M
Victory Capital Management
128
Victory Capital Management
Texas
$1.17M
LPL Financial
129
LPL Financial
California
$1.17M
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$1.12M
PA
131
Planning Alternatives
Michigan
$1.12M
IMC Chicago
132
IMC Chicago
Illinois
$1.12M
ASRS
133
Arizona State Retirement System
Arizona
$1.11M
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.05M
BBA
135
Baader Bank Aktiengesellschaft
Germany
$1.04M
CM
136
Caption Management
Oklahoma
$1.04M
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$1.02M
VOYA Investment Management
138
VOYA Investment Management
Georgia
$944K
Natixis Advisors
139
Natixis Advisors
Massachusetts
$921K
HCA
140
Harbor Capital Advisors
Illinois
$918K
VI
141
Vestcor Inc
New Brunswick, Canada
$874K
VAM
142
Vazirani Asset Management
New York
$865K
HighTower Advisors
143
HighTower Advisors
Illinois
$855K
CF
144
Cantor Fitzgerald
New York
$837K
NWA
145
Navis Wealth Advisors
New York
$824K
DWA
146
Douglass Winthrop Advisors
New York
$820K
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$817K
SMTF
148
Sphera Management Technology Funds
Israel
$803K
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$800K
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$797K