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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
Raymond James Financial
51
Raymond James Financial
Florida
$3.27M -$25.3K -187 -0.7%
Barclays
52
Barclays
United Kingdom
$3.22M +$1.91M +14,080 +127%
KIA
53
Knollwood Investment Advisory
Maryland
$3.21M -$406K -3,000 -11%
CW
54
CreativeOne Wealth
Kansas
$2.88M +$512K +3,781 +20%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$2.86M +$50K +369 +2%
EGI
56
EAM Global Investors
California
$2.76M -$933K -6,885 -24%
HWM
57
HB Wealth Management
Georgia
$2.72M -$271 -2 -0%
Squarepoint
58
Squarepoint
New York
$2.63M +$2.04M +15,034 +273%
Wolverine Trading
59
Wolverine Trading
Illinois
$2.63M +$2.18M +16,104 +368%
GEH
60
General Equity Holdings
New York
$2.52M +$2.67M +19,700 New
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$2.34M +$2.01M +14,865 +434%
EI
62
EAM Investors
California
$2.32M -$308K -2,273 -11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.32M -$1.39M -10,227 -36%
CG
64
Cynosure Group
Utah
$2.23M +$11.6K +86 +0.5%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.19M +$203K +1,500 +10%
UBS AM
66
UBS AM
Illinois
$2.15M +$1.18M +8,745 +109%
Parallax Volatility Advisers
67
Parallax Volatility Advisers
California
$2.1M -$89.9K -664 -4%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$2.07M +$539K +3,982 +33%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.97M +$445K +3,287 +27%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$1.94M +$2.05M +15,154 New
FRM
71
Fox Run Management
Connecticut
$1.89M +$547K +4,041 +38%
RC
72
RBF Capital
California
$1.87M
JCIA
73
Jackson Creek Investment Advisors
Colorado
$1.57M +$1.67M +12,299 New
AQR Capital Management
74
AQR Capital Management
Connecticut
$1.55M +$260K +1,920 +19%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.5M +$1.58M +11,700 New

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.