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Compass

416 hedge funds and large institutions have $4.84B invested in Compass in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 176 increasing their positions, 77 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $12.4M

129% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 77

84% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 63

12% more funds holding

Funds holding: 371416 (+45)

0.39% more ownership

Funds ownership: 88.51%88.9% (+0.39%)

8% less capital invested

Capital invested by funds: $5.25B → $4.84B (-$409M)

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
416
Holders Change
+45
Holders Change %
+12.13%
% of All Funds
5.13%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.16%
New
116
Increased
176
Reduced
77
Closed
63
Calls
$59.1M
Puts
$12.4M
Net Calls
+$46.7M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$786M +$400M +38,061,255 +55%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$439M +$631M +60,036,878 New
BlackRock
3
BlackRock
New York
$369M +$119M +11,359,397 +29%
VCM
4
Vanguard Capital Management
Pennsylvania
$226M +$324M +30,876,947 New
SIAU
5
SB Investment Advisers (UK)
United Kingdom
$161M -$32.1M -3,058,271 -12%
Capital International Investors
6
Capital International Investors
California
$146M +$160M +15,194,674 +320%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$120M +$43.2M +4,107,636 +33%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$112M +$83.6M +7,955,057 +107%
State Street
9
State Street
Massachusetts
$107M +$39.5M +3,759,823 +35%
PCM
10
Parsifal Capital Management
Connecticut
$87.1M +$125M +11,918,302 New
Charles Schwab
11
Charles Schwab
California
$84.7M +$61.7M +5,869,355 +103%
Citadel Advisors
12
Citadel Advisors
Florida
$78.1M +$95.6M +9,099,267 +574%
Artisan Partners
13
Artisan Partners
Wisconsin
$73.4M +$48.1M +4,575,561 +84%
SM
14
Senvest Management
New York
$67.1M +$70.7M +6,730,771 +275%
Marshall Wace
15
Marshall Wace
United Kingdom
$65.2M +$57.6M +5,480,269 +160%
SSA
16
Schonfeld Strategic Advisors
New York
$55.1M +$59M +5,619,455 +292%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$51.6M -$24.2M -2,307,139 -25%
Winslow Capital Management
18
Winslow Capital Management
Minnesota
$50.7M
PCM
19
Philosophy Capital Management
California
$49.5M +$10.5M +995,271 +17%
UBS Group
20
UBS Group
Switzerland
$49M +$33.6M +3,198,777 +91%
Goldman Sachs
21
Goldman Sachs
New York
$48M +$16M +1,521,708 +30%
KWM
22
Kanen Wealth Management
Florida
$46.8M +$77.2K +7,352 +0.1%
DCM
23
Discovery Capital Management
Connecticut
$44.4M +$31.4M +2,984,736 +97%
SCA
24
Southpoint Capital Advisors
New York
$43.9M -$21M -2,000,000 -25%
N
25
Nuveen
North Carolina
$41.8M +$80.8K +7,690 +0.1%