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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
Nordea Investment Management
51
Nordea Investment Management
Sweden
$1.96M -$19.5K -186 -0.8%
EGM
52
Engineers Gate Manager
New York
$1.94M -$3.92M -37,406 -63%
HWM
53
HB Wealth Management
Georgia
$1.9M +$210 +2 +0%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.88M +$409K +3,900 +23%
CW
55
CreativeOne Wealth
Kansas
$1.79M -$262K -2,498 -11%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$1.62M +$196K +1,874 +12%
CG
57
Cynosure Group
Utah
$1.56M – – –
Barclays
58
Barclays
United Kingdom
$1.47M -$910K -8,681 -35%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.42M +$46.4K +443 +3%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.33M +$1.01M +9,601 +182%
RC
61
RBF Capital
California
$1.31M – – –
QT
62
Quantbot Technologies
New York
$1.29M +$1.51M +14,368 New
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.24M +$1.38M +13,138 +1,790%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.22M +$986K +9,404 +222%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$1.16M +$702K +6,703 +108%
DTL
66
Dynamic Technology Lab
Singapore
$1.16M +$820K +7,824 +154%
AQR Capital Management
67
AQR Capital Management
Connecticut
$1.09M +$6.5K +62 +0.5%
Wells Fargo
68
Wells Fargo
California
$1.09M +$562K +5,362 +79%
AllianceBernstein
69
AllianceBernstein
Tennessee
$1.07M +$76K +725 +6%
Legal & General Group
70
Legal & General Group
United Kingdom
$1.06M +$131K +1,251 +12%
Janus Henderson Group
71
Janus Henderson Group
United Kingdom
$1.04M -$702K -6,696 -37%
Walleye Trading
72
Walleye Trading
New York
$930K +$1.09M +10,393 New
VF
73
Virtu Financial
New York
$915K +$1.07M +10,225 New
RA
74
Royce & Associates
New York
$895K +$315K +3,001 +43%
IC
75
IEQ Capital
California
$893K – – –
1 2
3
4 5

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.