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203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

41% more call options, than puts

Call options by funds: $160M | Put options by funds: $114M

15% more funds holding

Funds holding: 177203 (+26)

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$153M)

7.49% more ownership

Funds ownership: 70.53%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
58
Increased
86
Reduced
37
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$11.1M +$11.1M +82,000 +1,792%
LCM
27
Landscape Capital Management
New Jersey
$9.4M -$3.12M -23,008 -24%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$8.15M +$5.15K +38 +0.1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$7.7M -$19.1M -141,173 -70%
GIPM
30
G2 Investment Partners Management
New York
$7.67M +$8.11M +59,900 New
EGM
31
Engineers Gate Manager
New York
$7.56M +$6.34M +46,800 +380%
HAI
32
Hennessy Advisors Inc
California
$7.17M +$7.59M +56,002 New
TI
33
Trexquant Investment
Connecticut
$6.24M +$3.22M +23,793 +95%
UBS Group
34
UBS Group
Switzerland
$6.2M -$13.4M -98,720 -67%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$5.99M +$6.34M +46,831 New
Citigroup
36
Citigroup
New York
$5.69M +$4.87M +35,977 +423%
Millennium Management
37
Millennium Management
New York
$4.73M +$3.26M +24,075 +187%
Federated Hermes
38
Federated Hermes
Pennsylvania
$4.71M +$4.98M +36,742 +50,332%
Principal Financial Group
39
Principal Financial Group
Iowa
$4.6M +$4.87M +35,956 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.39M +$618K +4,561 +15%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$4.3M -$5.52M -40,788 -55%
Bank of America
42
Bank of America
North Carolina
$4.19M -$5.56M -41,074 -56%
Charles Schwab
43
Charles Schwab
California
$4M +$939K +6,929 +29%
DCM
44
Discovery Capital Management
Connecticut
$3.86M -$474K -3,500 -10%
Marshall Wace
45
Marshall Wace
United Kingdom
$3.81M +$1.66M +12,276 +70%
IA
46
IFC Advisors
California
$3.79M +$4.01M +29,627 New
JP Morgan Chase
47
JP Morgan Chase
New York
$3.7M +$3.11M +22,997 +389%
N
48
Nuveen
North Carolina
$3.55M -$123K -908 -3%
IMC Chicago
49
IMC Chicago
Illinois
$3.35M +$3.54M +26,145 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.27M +$99.6K +735 +3%

ROOT Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2025, worth a combined $1.21B — up 15% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROOT positions and 31 closed out — a net gain of 27 holders — while 86 added to existing stakes and 37 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.1M.

  • 203 institutional investors held Root (ROOT) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $1.21B of Root stock for Q2 2025, up 15% quarter-over-quarter.
  • 58 funds opened new Root positions in Q2 2025 and 31 closed out, a net change of +27 holders.
  • The largest Root buyer in Q2 2025 was Ensign Peak Advisors, an estimated $35.8M added.
  • The largest Root seller in Q2 2025 was D.E. Shaw & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.