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177 hedge funds and large institutions have $1.05B invested in Root in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

97% more capital invested

Capital invested by funds: $535M → $1.05B (+$519M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more funds holding

Funds holding: 129177 (+48)

28% more call options, than puts

Call options by funds: $111M | Put options by funds: $87.4M

1.61% more ownership

Funds ownership: 68.92%70.53% (+1.6%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
177
Holders Change
+48
Holders Change %
+37.21%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
34
Reduced
48
Closed
23
Calls
$111M
Puts
$87.4M
Net Calls
+$24M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$8.5M +$6.44M +56,196 +752%
SCM
27
SVB Capital Management
California
$7.74M -$83.1M -725,012 -93%
TC
28
Tairen Capital
Hong Kong
$7.61M +$6.53M +57,000 New
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$6.31M +$814K +7,105 +18%
MM
30
Monolith Management
Hong Kong
$6.18M +$5.31M +46,315 New
QOP
31
Quinn Opportunity Partners
Virginia
$5.36M -$57.3K -500 -1%
Goldman Sachs
32
Goldman Sachs
New York
$4.6M -$3.39M -29,547 -46%
DCM
33
Discovery Capital Management
Connecticut
$4.5M +$3.86M +33,700 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.96M +$604K +5,270 +22%
N
35
Nuveen
North Carolina
$3.82M +$530K +4,627 +19%
EGI
36
EAM Global Investors
California
$3.8M +$3.26M +28,470 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.78M +$2.8M +24,431 +627%
KIA
38
Knollwood Investment Advisory
Maryland
$3.75M +$3.22M +28,110 New
Raymond James Financial
39
Raymond James Financial
Florida
$3.43M -$133K -1,164 -4%
TI
40
Trexquant Investment
Connecticut
$3.33M -$7.06M -61,602 -71%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$3.32M -$1.3M -11,319 -31%
Charles Schwab
42
Charles Schwab
California
$3.24M -$147K -1,283 -5%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$2.84M +$129K +1,127 +5%
HWM
44
HB Wealth Management
Georgia
$2.84M +$2.44M +21,259 New
EI
45
EAM Investors
California
$2.72M +$2.34M +20,403 New
CW
46
CreativeOne Wealth
Kansas
$2.5M +$2.14M +18,706 New
Marshall Wace
47
Marshall Wace
United Kingdom
$2.34M -$4.89M -42,645 -71%
CG
48
Cynosure Group
Utah
$2.31M +$1.98M +17,303 New
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
$2.28M -$85.7K -748 -4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.08M