203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more funds holding

Funds holding:

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$154M)

7.53% more ownership

Funds ownership: 70.49%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
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
$160M
Puts
$114M
Net Calls
Net Calls Change

Top Buyers

1 +$35.8M
2 +$17.5M
3 +$17.3M
4
American Century Companies
American Century Companies
Missouri
+$17.1M
5
Morgan Stanley
Morgan Stanley
New York
+$14.7M

Top Sellers

1 -$19.1M
2 -$14.5M
3 -$13.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
5
SCM
SVB Capital Management
California
-$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.44M
77
$1.39M
78
$1.38M
79
$1.36M
80
$1.33M
81
$1.31M
82
$1.28M
83
$1.26M
84
$1.25M
85
$1.25M
86
$1.21M
87
$1.19M
88
$1.16M
89
$1.12M
90
$1.03M
91
$1.02M
92
$915K
93
$896K
94
$879K
95
$875K
96
$870K
97
$822K
98
$797K
99
$797K
100
$777K