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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
N
51
Nuveen
North Carolina
$1.11M +$112K +1,918 +8%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$1.08M +$764K +13,088 +115%
American Century Companies
53
American Century Companies
Missouri
$1.05M +$47.1K +808 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$974K -$1.29M -22,048 -50%
Swiss National Bank
55
Swiss National Bank
Switzerland
$950K
AQR Capital Management
56
AQR Capital Management
Connecticut
$940K +$642K +11,003 +107%
Raymond James Financial
57
Raymond James Financial
Florida
$921K -$670K -11,491 -36%
QCM
58
Quantinno Capital Management
New York
$920K +$1.21M +20,827 New
Citadel Advisors
59
Citadel Advisors
Florida
$859K -$3.04M -52,032 -73%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$852K
BAM
61
Belpointe Asset Management
Nevada
$747K +$987K +16,920 New
Nordea Investment Management
62
Nordea Investment Management
Sweden
$740K -$99.6K -1,707 -9%
XT
63
XTX Topco
Cayman Islands
$735K +$562K +9,631 +138%
Marshall Wace
64
Marshall Wace
United Kingdom
$701K -$5.35M -91,737 -85%
Squarepoint
65
Squarepoint
New York
$650K -$1.91M -32,789 -69%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$647K +$11.3K +193 +1%
RC
67
RBF Capital
California
$645K
Corient Private Wealth
68
Corient Private Wealth
Florida
$619K +$818K +14,018 New
Invesco
69
Invesco
Georgia
$585K -$11.5M -197,333 -94%
CCIA
70
Campbell & Co Investment Adviser
Maryland
$577K -$126K -2,159 -14%
AllianceBernstein
71
AllianceBernstein
Tennessee
$572K -$226K -3,880 -33%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$571K
UBS AM
73
UBS AM
Illinois
$542K -$58 -1 -0%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$532K +$703K +12,043 New
Deutsche Bank
75
Deutsche Bank
Germany
$502K +$67K +1,149 +11%