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Compass

313 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, 94 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:

12% less repeat investments, than reductions

Existing positions increased: 94 | 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
313
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
AP
201
Americana Partners
Texas
$130K
WG
202
Winton Group
United Kingdom
$128K
IF
203
Integrity Financial
Wyoming
$126K
CFG
204
Citizens Financial Group
Rhode Island
$125K
EAM
205
Evanson Asset Management
California
$122K
Mariner
206
Mariner
Kansas
$122K
1IA
207
1620 Investment Advisors
Massachusetts
$122K
KI
208
Kapitalo Investimentos
Brazil
$119K
Kovitz Investment Group Partners
209
Kovitz Investment Group Partners
Illinois
$113K
FFM
210
Forum Financial Management
Illinois
$113K
1C
211
111 Capital
France
$108K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$106K
OF
213
Optimize Financial
California
$101K
CA
214
Cache Advisors
California
$100K
KBC Group
215
KBC Group
Belgium
$100K
CWG
216
Crown Wealth Group
North Carolina
$99.2K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$98K
BF
218
Brucke Financial
Indiana
$97K
VP
219
Verum Partners
North Carolina
$95.9K
EF
220
Empowered Funds
Pennsylvania
$95.7K
MSAM
221
Moloney Securities Asset Management
Missouri
$93.6K
BMM
222
Berkshire Money Management
Massachusetts
$92.9K
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$90.1K
GAG
224
GM Advisory Group
New York
$87.9K
SPA
225
Sherbrooke Park Advisers
New York
$86K