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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
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$423K +$355K +6,077 +173%
IC
77
IEQ Capital
California
$409K -$41.5K -712 -7%
Legal & General Group
78
Legal & General Group
United Kingdom
$397K -$172K -2,955 -25%
Truist Financial
79
Truist Financial
North Carolina
$369K +$488K +8,364 New
AG
80
Algert Global
California
$351K -$30.3K -520 -6%
VF
81
Virtu Financial
New York
$347K +$280K +4,800 +157%
Ameriprise
82
Ameriprise
Minnesota
$341K +$178K +3,054 +66%
LSA
83
Leonteq Securities AG
Switzerland
$332K +$439K +7,518 New
FGP
84
Freestone Grove Partners
California
$328K +$433K +7,415 New
MIM
85
MetLife Investment Management
New Jersey
$318K +$33K +565 +9%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$310K
VAM
87
Vanguard Asset Management
$309K +$408K +6,992 New
RCM
88
Requisite Capital Management
Texas
$302K -$58 -1 -0%
KA
89
Kerrisdale Advisers
Florida
$302K +$398K +6,830 New
DTL
90
Dynamic Technology Lab
Singapore
$276K +$365K +6,249 New
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$261K +$321K +5,500 +1,375%
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$254K +$2.8K +48 +0.8%
EGM
93
Engineers Gate Manager
New York
$246K -$213K -3,655 -40%
VGA
94
Vanguard Global Advisers
Pennsylvania
$244K +$322K +5,525 New
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$224K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$222K +$289K +4,950 +4,267%
SG Americas Securities
97
SG Americas Securities
New York
$213K -$1.48M -25,345 -84%
Wells Fargo
98
Wells Fargo
California
$202K -$527K -9,032 -66%
PFSRSONJ
99
Police & Firemen's Retirement System of New Jersey
New Jersey
$139K
AWM
100
Activest Wealth Management
Florida
$133K +$175K +3,000 New