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Root
ROOT

182 hedge funds and large institutions have $849M invested in Root in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

5% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $54.2M

8.42% less ownership

Funds ownership: 78.02% → 69.6% (-8.4%)

10% less funds holding

Funds holding: 203 → 182 (-21)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $849M (-$359M)

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
182
Holders Change
-21
Holders Change %
-10.34%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
69
Reduced
49
Closed
57
Calls
$56.8M
Puts
$54.2M
Net Calls
+$2.64M
Net Calls Change
-$43.6M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$18.9M
2
BlackRock
BlackRock
New York
+$18.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$15.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$10.6M

Top Sellers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$33.8M
2
Franklin Resources
Franklin Resources
California
-$21.8M
3
DCM
Driehaus Capital Management
Illinois
-$16.8M
4
MM
Monolith Management
Hong Kong
-$14.1M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$5.94M +$273K +2,603 +4%
Citigroup
27
Citigroup
New York
$5.5M +$1.78M +17,009 +38%
FCM
28
Findell Capital Management
New York
$5.37M -$2.93M -27,917 -32%
IMC Chicago
29
IMC Chicago
Illinois
$5.09M +$3.22M +30,726 +118%
Squarepoint
30
Squarepoint
New York
$4.87M +$3.55M +33,845 +165%
HAI
31
Hennessy Advisors Inc
California
$4.65M -$430K -4,100 -7%
Marshall Wace
32
Marshall Wace
United Kingdom
$4.45M +$2.09M +19,933 +67%
Jane Street
33
Jane Street
New York
$4.09M +$4.79M +45,724 New
IA
34
IFC Advisors
California
$4.03M +$1.61M +15,407 +52%
Federated Hermes
35
Federated Hermes
Pennsylvania
$4M +$825K +7,869 +21%
Wolverine Trading
36
Wolverine Trading
Illinois
$3.99M +$2.42M +23,096 +113%
JF
37
Jump Financial
Illinois
$3.94M -$9.46M -90,273 -67%
Principal Financial Group
38
Principal Financial Group
Iowa
$3.9M +$799K +7,623 +21%
QOP
39
Quinn Opportunity Partners
Virginia
$3.58M +$4.19M +40,000 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.31M +$288K +2,748 +8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$3.29M +$3.48M +33,250 +950%
PA
42
Proem Advisors
Texas
$3.28M +$3.84M +36,637 New
Raymond James Financial
43
Raymond James Financial
Florida
$2.98M +$814K +7,766 +30%
WP
44
Woodline Partners
California
$2.74M +$3.21M +30,629 New
N
45
Nuveen
North Carolina
$2.55M +$77.1K +736 +3%
ACM
46
Aquatic Capital Management
Illinois
$2.33M +$2.73M +26,040 New
First Trust Advisors
47
First Trust Advisors
Illinois
$2.29M +$2.68M +25,579 New
KIA
48
Knollwood Investment Advisory
Maryland
$2.25M – – –
Millennium Management
49
Millennium Management
New York
$2.25M -$1.25M -11,887 -32%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.06M -$271K -2,589 -10%
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ROOT Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q3 2025, worth a combined $849M — down 30% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ROOT and 36 opened new positions — a net loss of 21 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $33.8M sold.

  • 182 institutional investors held Root (ROOT) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $849M of Root stock for Q3 2025, down 30% quarter-over-quarter.
  • 36 funds opened new Root positions in Q3 2025 and 57 closed out, a net change of -21 holders.
  • The largest Root buyer in Q3 2025 was UBS Group, an estimated $18.9M added.
  • The largest Root seller in Q3 2025 was Ensign Peak Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.