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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 %
WG
201
Winton Group
United Kingdom
$128K +$128K +20,359 New
IF
202
Integrity Financial
Wyoming
$126K
CFG
203
Citizens Financial Group
Rhode Island
$125K +$477 +76 +0.4%
EAM
204
Evanson Asset Management
California
$122K
Mariner
205
Mariner
Kansas
$122K +$9.45K +1,505 +8%
1IA
206
1620 Investment Advisors
Massachusetts
$122K -$21.6K -3,445 -15%
KI
207
Kapitalo Investimentos
Brazil
$119K +$119K +18,932 New
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$113K +$22.4K +3,573 +25%
FFM
209
Forum Financial Management
Illinois
$113K +$113K +17,998 New
1C
210
111 Capital
France
$108K -$15.5K -2,469 -13%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$106K -$5.02K -799 -5%
OF
212
Optimize Financial
California
$101K -$716 -114 -0.7%
CA
213
Cache Advisors
California
$100K +$100K +15,937 New
KBC Group
214
KBC Group
Belgium
$100K -$29.2K -4,636 -23%
CWG
215
Crown Wealth Group
North Carolina
$99.2K
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$98K -$111K -17,641 -53%
BF
217
Brucke Financial
Indiana
$97K +$5.48K +873 +6%
VP
218
Verum Partners
North Carolina
$95.9K -$1.5K -238 -2%
EF
219
Empowered Funds
Pennsylvania
$95.7K -$4.45K -709 -4%
MSAM
220
Moloney Securities Asset Management
Missouri
$93.6K -$63.4K -10,100 -40%
BMM
221
Berkshire Money Management
Massachusetts
$92.9K
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$90.1K
GAG
223
GM Advisory Group
New York
$87.9K
SPA
224
Sherbrooke Park Advisers
New York
$86K +$86K +13,694 New
NERM
225
New England Research & Management
Illinois
$85K +$85K +13,525 New