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Compass

314 hedge funds and large institutions have $2.56B invested in Compass in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 95 increasing their positions, 106 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $4.25M

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

2.97% more ownership

Funds ownership: 75.33%78.31% (+3%)

2% more funds holding

Funds holding: 309314 (+5)

10% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 106

25% less capital invested

Capital invested by funds: $3.4B → $2.56B (-$841M)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
314
Holders Change
+5
Holders Change %
+1.62%
% of All Funds
4.13%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
59
Increased
95
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
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$450M +$9.24M +1,349,143 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$306M +$57.3M +8,373,443 +21%
SIAU
3
SB Investment Advisers (UK)
United Kingdom
$302M
BlackRock
4
BlackRock
New York
$219M +$40.4M +5,905,554 +20%
Citadel Advisors
5
Citadel Advisors
Florida
$84.8M +$13M +1,891,710 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$69.8M +$8.07M +1,178,461 +12%
State Street
7
State Street
Massachusetts
$61.1M +$7.43M +1,084,783 +13%
Bank of America
8
Bank of America
North Carolina
$60.5M +$48.6M +7,094,350 +279%
Goldman Sachs
9
Goldman Sachs
New York
$45.6M +$13.5M +1,968,053 +37%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$45.2M +$14.9M +2,172,422 +43%
Winslow Capital Management
11
Winslow Capital Management
Minnesota
$43.5M
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$40.7M -$8.8M -1,284,299 -17%
Charles Schwab
13
Charles Schwab
California
$38.3M -$1.94M -282,912 -4%
KWM
14
Kanen Wealth Management
Florida
$34.8M -$85.6K -12,500 -0.2%
Millennium Management
15
Millennium Management
New York
$31.4M +$8.88M +1,296,436 +35%
N
16
Nuveen
North Carolina
$28.3M -$6.51M -950,006 -17%
Morgan Stanley
17
Morgan Stanley
New York
$28.2M +$15.5M +2,265,199 +102%
GIM
18
Granahan Investment Management
Massachusetts
$28M -$6.45M -941,067 -17%
Renaissance Technologies
19
Renaissance Technologies
New York
$27.6M +$931K +135,995 +3%
JGC
20
J. Goldman & Co
New York
$27.4M +$16.7M +2,435,978 +126%
Northern Trust
21
Northern Trust
Illinois
$26.3M +$1.94M +283,540 +7%
NSGL
22
No Street GP LP
California
$21.2M -$3.59M -523,703 -13%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$21M +$16M +2,332,834 +231%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$20.8M -$3.87M -564,761 -15%
SPPAM
25
Summit Partners Public Asset Management
Massachusetts
$20.1M -$2.74M -400,000 -11%

COMP Hedge Fund Activity: Q2 2025 in Review

314 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q2 2025, worth a combined $2.56B — down 25% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new COMP positions and 53 closed out — a net gain of 6 holders — while 95 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $57.3M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $71.9M sold.

  • 314 institutional investors held Compass (COMP) as of Q2 2025, up from 309 in Q1 2025.
  • Funds reported $2.56B of Compass stock for Q2 2025, down 25% quarter-over-quarter.
  • 59 funds opened new Compass positions in Q2 2025 and 53 closed out, a net change of +6 holders.
  • The largest Compass buyer in Q2 2025 was Fidelity Investments, an estimated $57.3M added.
  • The largest Compass seller in Q2 2025 was Driehaus Capital Management, an estimated $71.9M sold.

Based on aggregated 13F filings for Q2 2025.