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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

42% less capital invested

Capital invested by funds: $742M → $429M (-$312M)

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$12.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$423K
IC
77
IEQ Capital
California
$409K
Legal & General Group
78
Legal & General Group
United Kingdom
$397K
Truist Financial
79
Truist Financial
North Carolina
$369K
AG
80
Algert Global
California
$351K
VF
81
Virtu Financial
New York
$347K
Ameriprise
82
Ameriprise
Minnesota
$341K
LSA
83
Leonteq Securities AG
Switzerland
$332K
FGP
84
Freestone Grove Partners
California
$328K
MIM
85
MetLife Investment Management
New Jersey
$318K
SOADOR
86
State of Alaska Department of Revenue
Alaska
$310K
VAM
87
Vanguard Asset Management
$309K
RCM
88
Requisite Capital Management
Texas
$302K
KA
89
Kerrisdale Advisers
Florida
$302K
DTL
90
Dynamic Technology Lab
Singapore
$276K
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$261K
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$254K
EGM
93
Engineers Gate Manager
New York
$246K
VGA
94
Vanguard Global Advisers
Pennsylvania
$244K
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$224K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$222K
SG Americas Securities
97
SG Americas Securities
New York
$213K
Wells Fargo
98
Wells Fargo
California
$202K
PFSRSONJ
99
Police & Firemen's Retirement System of New Jersey
New Jersey
$139K
AWM
100
Activest Wealth Management
Florida
$133K