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Compass

309 hedge funds and large institutions have $3.4B invested in Compass in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 134 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $4.96M

91% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 70

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

60% more capital invested

Capital invested by funds: $2.12B → $3.4B (+$1.28B)

9% more funds holding

Funds holding: 284309 (+25)

1.94% more ownership

Funds ownership: 73.39%75.33% (+1.9%)

Holders
309
Holders Change
+25
Holders Change %
+8.8%
% of All Funds
4.14%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
63
Increased
134
Reduced
70
Closed
36
Calls
$19.2M
Puts
$4.96M
Net Calls
+$14.2M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$614M +$11.5M +1,457,604 +2%
SIAU
2
SB Investment Advisers (UK)
United Kingdom
$420M -$79.2M -10,000,000 -17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$353M -$25.4M -3,209,740 -7%
BlackRock
4
BlackRock
New York
$253M -$1.53M -193,602 -0.7%
Citadel Advisors
5
Citadel Advisors
Florida
$101M +$60.7M +7,671,531 +195%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$86.7M +$2.89M +364,370 +4%
State Street
7
State Street
Massachusetts
$75.5M -$1.71M -216,471 -2%
DCM
8
Driehaus Capital Management
Illinois
$71.9M +$33.2M +4,190,963 +104%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$67.8M +$15M +1,889,084 +32%
Winslow Capital Management
10
Winslow Capital Management
Minnesota
$60.5M
Charles Schwab
11
Charles Schwab
California
$55.7M +$3.66M +462,689 +8%
KWM
12
Kanen Wealth Management
Florida
$48.4M -$9.6M -1,212,200 -18%
N
13
Nuveen
North Carolina
$47.6M +$12.2M +1,535,443 +39%
GIM
14
Granahan Investment Management
Massachusetts
$47.1M +$10.9M +1,371,389 +34%
Goldman Sachs
15
Goldman Sachs
New York
$46.2M +$3.22M +406,473 +8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$43.8M +$15.2M +1,919,034 +62%
Renaissance Technologies
17
Renaissance Technologies
New York
$37.2M +$5.4M +682,300 +19%
Northern Trust
18
Northern Trust
Illinois
$34.1M +$701K +88,586 +2%
NSGL
19
No Street GP LP
California
$34M +$30.9M +3,898,703 New
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$33.8M -$17M -2,151,747 -36%
WRCM
21
Whale Rock Capital Management
Massachusetts
$32.8M +$29.8M +3,757,979 New
Millennium Management
22
Millennium Management
New York
$32.3M +$17.4M +2,195,027 +146%
APC
23
Alta Park Capital
California
$32.1M +$3.45M +435,487 +13%
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$31.4M +$10.3M +1,300,000 +57%
Verition Fund Management
25
Verition Fund Management
Connecticut
$26.7M +$428K +54,049 +2%

COMP Hedge Fund Activity: Q1 2025 in Review

309 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q1 2025, worth a combined $3.4B — up 60% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new COMP positions and 36 closed out — a net gain of 27 holders — while 134 added to existing stakes and 70 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.7M. The largest seller was SB Investment Advisers (UK), cutting an estimated $79.2M.

  • 309 institutional investors held Compass (COMP) as of Q1 2025, up from 284 in Q4 2024.
  • Funds reported $3.4B of Compass stock for Q1 2025, up 60% quarter-over-quarter.
  • 63 funds opened new Compass positions in Q1 2025 and 36 closed out, a net change of +27 holders.
  • The largest Compass buyer in Q1 2025 was Citadel Advisors, an estimated $60.7M added.
  • The largest Compass seller in Q1 2025 was SB Investment Advisers (UK), an estimated $79.2M sold.

Based on aggregated 13F filings for Q1 2025.