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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
KG
176
Kilter Group
New York
$948K -$261K -24,833 -16%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$944K +$896K +85,276 +185%
SCM
178
Saba Capital Management
New York
$933K +$1.34M +127,699 New
HighTower Advisors
179
HighTower Advisors
Illinois
$932K +$47.8K +4,550 +4%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$895K
AC
181
Allstate Corporation
Illinois
$873K +$1.25M +119,444 New
MA
182
Mutual Advisors
Nebraska
$856K +$1.23M +117,089 New
Ensign Peak Advisors
183
Ensign Peak Advisors
Utah
$833K +$711K +67,676 +146%
SO
184
STRS Ohio
Ohio
$817K +$265K +25,200 +29%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$812K +$670K +63,735 +125%
VOYA Investment Management
186
VOYA Investment Management
Georgia
$806K -$3.13K -298 -0.3%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$796K +$334K +31,794 +41%
KC
188
Kryger Capital
United Kingdom
$765K +$1.1M +104,655 New
DWA
189
Douglass Winthrop Advisors
New York
$745K -$3.15K -300 -0.3%
Simplex Trading
190
Simplex Trading
Illinois
$737K -$970K -92,326 -48%
SMTF
191
Sphera Management Technology Funds
Israel
$731K
ProShare Advisors
192
ProShare Advisors
Maryland
$681K +$35.7K +3,398 +4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$648K +$671K +63,888 +258%
VI
194
Vestcor Inc
New Brunswick, Canada
$621K -$100K -9,533 -10%
TCA
195
Transcend Capital Advisors
New Jersey
$603K +$866K +82,464 New
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$584K -$36.7K -3,492 -4%
Cerity Partners
197
Cerity Partners
New York
$532K +$75.5K +7,190 +11%
IFWM
198
Institute for Wealth Management
Colorado
$525K +$754K +71,800 New
KA
199
Klingman & Associates
New York
$515K -$1.05M -100,000 -59%
Los Angeles Capital Management
200
Los Angeles Capital Management
California
$508K +$672K +63,925 +1,135%