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Compass

343 hedge funds and large institutions have $3.59B invested in Compass in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 115 increasing their positions, 88 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $13M

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

40% more capital invested

Capital invested by funds: $2.56B → $3.59B (+$1.03B)

31% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 88

9% more funds holding

Funds holding: 314343 (+29)

6.79% more ownership

Funds ownership: 78.31%85.1% (+6.8%)

Holders
343
Holders Change
+29
Holders Change %
+9.24%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.14%
New
81
Increased
115
Reduced
88
Closed
48
Calls
$62.6M
Puts
$13M
Net Calls
+$49.6M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$564M -$12.1M -1,493,192 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$536M +$145M +17,956,417 +37%
SIAU
3
SB Investment Advisers (UK)
United Kingdom
$359M -$26.8M -3,309,136 -7%
BlackRock
4
BlackRock
New York
$299M +$19.6M +2,417,591 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$93.4M +$4.22M +520,825 +5%
Citadel Advisors
6
Citadel Advisors
Florida
$87.9M -$20.7M -2,556,157 -19%
State Street
7
State Street
Massachusetts
$82.2M +$4.13M +509,663 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$62.4M +$4.7M +580,221 +8%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$56.7M +$4.7M +580,695 +9%
Winslow Capital Management
10
Winslow Capital Management
Minnesota
$55.7M
N
11
Nuveen
North Carolina
$46.8M +$10.7M +1,321,528 +29%
Charles Schwab
12
Charles Schwab
California
$45.8M -$3.15M -389,132 -6%
Artisan Partners
13
Artisan Partners
Wisconsin
$45.5M +$45.9M +5,661,574 New
SPPAM
14
Summit Partners Public Asset Management
Massachusetts
$42.6M +$17M +2,100,000 +66%
Bank of America
15
Bank of America
North Carolina
$41.8M -$35.9M -4,425,469 -46%
GIM
16
Granahan Investment Management
Massachusetts
$38.6M +$2.81M +347,143 +8%
KWM
17
Kanen Wealth Management
Florida
$38.5M -$5.75M -709,458 -13%
UBS Group
18
UBS Group
Switzerland
$36.4M +$28.7M +3,540,787 +355%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$36.1M +$24.9M +3,076,778 +216%
FAM
20
Fred Alger Management
New York
$35.7M +$36.1M +4,450,326 New
Northern Trust
21
Northern Trust
Illinois
$34.5M +$834K +102,966 +2%
Morgan Stanley
22
Morgan Stanley
New York
$33.9M -$2.14M -263,819 -6%
Renaissance Technologies
23
Renaissance Technologies
New York
$30.7M -$4.65M -574,095 -13%
Millennium Management
24
Millennium Management
New York
$29.4M -$10.9M -1,340,542 -27%
Goldman Sachs
25
Goldman Sachs
New York
$28.9M -$29.7M -3,671,008 -51%

COMP Hedge Fund Activity: Q3 2025 in Review

343 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Compass (COMP) for Q3 2025, worth a combined $3.59B — up 40% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new COMP positions and 48 closed out — a net gain of 33 holders — while 115 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $145M. The largest seller was Bank of America, cutting an estimated $35.9M.

  • 343 institutional investors held Compass (COMP) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $3.59B of Compass stock for Q3 2025, up 40% quarter-over-quarter.
  • 81 funds opened new Compass positions in Q3 2025 and 48 closed out, a net change of +33 holders.
  • The largest Compass buyer in Q3 2025 was Fidelity Investments, an estimated $145M added.
  • The largest Compass seller in Q3 2025 was Bank of America, an estimated $35.9M sold.

Based on aggregated 13F filings for Q3 2025.