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149 hedge funds and large institutions have $429M invested in Root in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $12.8M

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

3.85% less ownership

Funds ownership: 74.51%70.65% (-3.9%)

12% less funds holding

Funds holding: 170149 (-21)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

42% less capital invested

Capital invested by funds: $742M → $429M (-$312M)

Holders
149
Holders Change
-21
Holders Change %
-12.35%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
51
Reduced
40
Closed
50
Calls
$26.6M
Puts
$12.8M
Net Calls
+$13.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PIP
26
Palisades Investment Partners
California
$3.99M +$410K +7,034 +8%
TI
27
Trexquant Investment
Connecticut
$3.55M +$1.04M +17,768 +28%
QOP
28
Quinn Opportunity Partners
Virginia
$3.11M +$723K +12,394 +21%
First Trust Advisors
29
First Trust Advisors
Illinois
$3.01M +$1.31M +22,422 +49%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$2.93M -$5.31K -91 -0.1%
Federated Hermes
31
Federated Hermes
Pennsylvania
$2.77M +$146K +2,507 +4%
Citigroup
32
Citigroup
New York
$2.7M -$52.9K -907 -1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.68M +$2.94M +50,367 +484%
UBS Group
34
UBS Group
Switzerland
$2.57M -$4.65M -79,674 -58%
Barclays
35
Barclays
United Kingdom
$2.34M +$1.15M +19,774 +59%
CC
36
Cannell Capital
Wyoming
$2.31M +$3.05M +52,331 New
JP Morgan Chase
37
JP Morgan Chase
New York
$2.19M +$2.55M +43,687 +629%
HWM
38
HB Wealth Management
Georgia
$2.09M +$1.52M +25,986 +122%
HAI
39
Hennessy Advisors Inc
California
$2.08M -$93.3K -1,600 -3%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$1.67M +$2.21M +37,904 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.62M
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.6M -$319K -5,465 -13%
XSC
43
X-Square Capital
Puerto Rico
$1.59M -$2.39M -41,048 -53%
VCM
44
Voleon Capital Management
California
$1.43M +$357K +6,122 +23%
TFA
45
Trinity Financial Advisors
Ohio
$1.41M -$700 -12 -0%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.34M +$1.78M +30,435 New
DC
47
Diametric Capital
Massachusetts
$1.29M +$941K +16,138 +123%
ZDA
48
Zweig-DiMenna Associates
New York
$1.19M +$1.58M +27,000 New
PF
49
Prosperitas Financial
California
$1.16M +$245K +4,196 +19%
B
50
BloombergSen
Ontario, Canada
$1.13M +$466K +7,993 +45%