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Compass

310 hedge funds and large institutions have $2.56B invested in Compass in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 94 increasing their positions, 106 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
94
Reduced
106
Closed
53
Calls
$27.8M
Puts
$4.25M
Net Calls
+$23.6M
Net Calls Change
+$9.37M
Name Holding Trade Value Shares
Change
Shares
Change %
VRS
176
Virginia Retirement Systems
Virginia
$226K
PCM
177
Penserra Capital Management
California
$226K -$18.7K -2,985 -8%
EH
178
Equitable Holdings
New York
$224K
CMI
179
Clare Market Investments
Texas
$221K -$479K -76,300 -68%
X
180
Xponance
Pennsylvania
$220K +$46.4K +7,394 +27%
New York State Teachers Retirement System (NYSTRS)
181
New York State Teachers Retirement System (NYSTRS)
New York
$210K +$728 +116 +0.3%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$205K +$205K +32,678 New
Principal Financial Group
183
Principal Financial Group
Iowa
$204K +$19.1K +3,040 +10%
Creative Planning
184
Creative Planning
Kansas
$195K -$83.5K -13,302 -30%
VPIM
185
Vanguard Personalized Indexing Management
California
$183K -$7.27K -1,157 -4%
EFS
186
Essex Financial Services
Connecticut
$178K -$94 -15 -0.1%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$174K -$16K -2,553 -8%
PAS
188
Point72 Asia (Singapore)
Singapore
$170K +$170K +27,055 New
Raymond James Financial
189
Raymond James Financial
Florida
$170K -$7.52K -1,198 -4%
TSS
190
Two Sigma Securities
New York
$167K -$15.9K -2,531 -9%
FIA
191
Foundations Investment Advisors
Arizona
$163K
LSC
192
Lesa Sroufe & Co
Washington
$158K
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$147K -$129K -20,478 -47%
CBA
194
Coastal Bridge Advisors
Connecticut
$146K +$146K +23,236 New
SG Americas Securities
195
SG Americas Securities
New York
$145K -$87.3K -13,878 -38%
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$137K -$112K -17,791 -45%
WPC
197
Wedmont Private Capital
Pennsylvania
$137K
EWA
198
EP Wealth Advisors
California
$134K +$3.9K +621 +3%
Capstone Investment Advisors
199
Capstone Investment Advisors
New York
$132K +$132K +21,000 New
AP
200
Americana Partners
Texas
$130K +$25.9K +4,121 +25%