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Root
ROOT

Overview Fund Activity

200 hedge funds and large institutions have $1.2B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 31 closing their positions.

Holders
200
Holders Change
+24
Holders Change %
+13.64%
% of All Funds
2.69%
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
84
Reduced
37
Closed
31
Calls
$114M
Puts
$88M
Net Calls
+$26M
Net Calls Change
+$1.91M

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$33.8M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$104M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$63.5M
4
American Century Companies
4
American Century Companies
Missouri
$45.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.3M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
2
Jane Street
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.5M
5
SCM
5
SVB Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BHCM
76
Brevan Howard Capital Management
Jersey
$1.39M 10,865 +10,865 New
BFM
77
Boothbay Fund Management
New York
$1.38M 10,790 +10,790 New
Legal & General Group
78
Legal & General Group
United Kingdom
$1.36M 10,633 +2,722 +34%
VA
79
Valmark Advisers
Ohio
$1.33M 10,365 +3,486 +51%
LCGC
80
Legacy Capital Group California
California
$1.31M 10,220 +10,220 New
IC
81
IEQ Capital
California
$1.28M 9,973 +712 +8%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$1.26M 9,825 +1,149 +13%
Verition Fund Management
83
Verition Fund Management
Connecticut
$1.25M 9,752 -150 -2%
TFA
84
Trinity Financial Advisors
Ohio
$1.25M 9,730 – –
Two Sigma Advisers
85
Two Sigma Advisers
New York
$1.21M 9,466 -600 -6%
TC
86
TwinBeech Capital
New York
$1.19M 9,281 +9,281 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.16M 9,057 +1,535 +20%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$1.12M 8,756 +8,756 New
Deutsche Bank
89
Deutsche Bank
Germany
$1.03M 8,073 +455 +6%
IIM
90
INTECH Investment Management
Florida
$1.02M 7,933 +3,994 +101%
SG Americas Securities
91
SG Americas Securities
New York
$915K 7,147 +7,147 New
RA
92
Royce & Associates
New York
$896K 7,002 +7,002 New
BFO
93
Boston Family Office
Massachusetts
$879K 6,869 +6,869 New
RCM
94
Requisite Capital Management
Texas
$875K 6,839 +6,839 New
Wells Fargo
95
Wells Fargo
California
$870K 6,795 -1,289 -16%
MIM
96
MetLife Investment Management
New Jersey
$822K 6,420 +1,144 +22%
GGHC
97
Gilder Gagnon Howe & Co
New York
$797K 6,225 +181 +3%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$797K 6,225 +4,029 +183%
YIH
99
Y-Intercept (HK)
Hong Kong
$777K 6,070 +6,070 New
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$747K 5,834 +693 +13%
2 3
4
5 6