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203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

41% more call options, than puts

Call options by funds: $160M | Put options by funds: $114M

15% more funds holding

Funds holding: 177203 (+26)

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$153M)

7.49% more ownership

Funds ownership: 70.53%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
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
86
Reduced
37
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.44M +$160K +1,180 +12%
BHCM
77
Brevan Howard Capital Management
Jersey
$1.39M +$1.47M +10,865 New
BFM
78
Boothbay Fund Management
New York
$1.38M +$1.46M +10,790 New
Legal & General Group
79
Legal & General Group
United Kingdom
$1.36M +$369K +2,722 +34%
VA
80
Valmark Advisers
Ohio
$1.33M +$472K +3,486 +51%
LCGC
81
Legacy Capital Group California
California
$1.31M +$1.38M +10,220 New
IC
82
IEQ Capital
California
$1.28M +$96.4K +712 +8%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$1.26M +$156K +1,149 +13%
Verition Fund Management
84
Verition Fund Management
Connecticut
$1.25M -$20.3K -150 -2%
TFA
85
Trinity Financial Advisors
Ohio
$1.25M
Two Sigma Advisers
86
Two Sigma Advisers
New York
$1.21M -$81.3K -600 -6%
TC
87
TwinBeech Capital
New York
$1.19M +$1.26M +9,281 New
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.16M +$208K +1,535 +20%
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$1.12M +$1.19M +8,756 New
Deutsche Bank
90
Deutsche Bank
Germany
$1.03M +$61.6K +455 +6%
IIM
91
INTECH Investment Management
Florida
$1.02M +$541K +3,994 +101%
SG Americas Securities
92
SG Americas Securities
New York
$915K +$968K +7,147 New
RA
93
Royce & Associates
New York
$896K +$948K +7,002 New
BFO
94
Boston Family Office
Massachusetts
$879K +$930K +6,869 New
RCM
95
Requisite Capital Management
Texas
$875K +$926K +6,839 New
Wells Fargo
96
Wells Fargo
California
$870K -$175K -1,289 -16%
MIM
97
MetLife Investment Management
New Jersey
$822K +$155K +1,144 +22%
GGHC
98
Gilder Gagnon Howe & Co
New York
$797K +$24.5K +181 +3%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$797K +$546K +4,029 +183%
YIH
100
Y-Intercept (HK)
Hong Kong
$777K +$822K +6,070 New

ROOT Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2025, worth a combined $1.21B — up 15% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROOT positions and 31 closed out — a net gain of 27 holders — while 86 added to existing stakes and 37 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.1M.

  • 203 institutional investors held Root (ROOT) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $1.21B of Root stock for Q2 2025, up 15% quarter-over-quarter.
  • 58 funds opened new Root positions in Q2 2025 and 31 closed out, a net change of +27 holders.
  • The largest Root buyer in Q2 2025 was Ensign Peak Advisors, an estimated $35.8M added.
  • The largest Root seller in Q2 2025 was D.E. Shaw & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.