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Compass

312 hedge funds and large institutions have $2.56B invested in Compass in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 107 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 107

25% less capital invested

Capital invested by funds: $3.4B → $2.56B (-$839M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
312
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$52.6M
2 +$44.6M
3 +$37.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$15.5M
5
JGC
J. Goldman & Co
New York
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
176
Virginia Retirement Systems
Virginia
$226K
PCM
177
Penserra Capital Management
California
$226K
EH
178
Equitable Holdings
New York
$224K
CMI
179
Clare Market Investments
Texas
$221K
X
180
Xponance
Pennsylvania
$220K
New York State Teachers Retirement System (NYSTRS)
181
New York State Teachers Retirement System (NYSTRS)
New York
$210K
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$205K
Principal Financial Group
183
Principal Financial Group
Iowa
$204K
Creative Planning
184
Creative Planning
Kansas
$195K
VPIM
185
Vanguard Personalized Indexing Management
California
$183K
EFS
186
Essex Financial Services
Connecticut
$178K
Neuberger Berman Group
187
Neuberger Berman Group
New York
$174K
PAS
188
Point72 Asia (Singapore)
Singapore
$170K
Raymond James Financial
189
Raymond James Financial
Florida
$170K
TSS
190
Two Sigma Securities
New York
$167K
FIA
191
Foundations Investment Advisors
Arizona
$163K
LSC
192
Lesa Sroufe & Co
Washington
$158K
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$147K
CBA
194
Coastal Bridge Advisors
Connecticut
$146K
SG Americas Securities
195
SG Americas Securities
New York
$145K
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$137K
WPC
197
Wedmont Private Capital
Pennsylvania
$137K
EWA
198
EP Wealth Advisors
California
$134K
Capstone Investment Advisors
199
Capstone Investment Advisors
New York
$132K
AP
200
Americana Partners
Texas
$130K