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Root
ROOT

Overview Fund Activity

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, 84 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+27
Holders Change %
+15.34%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
59
Increased
84
Reduced
38
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M

Top Buyers

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

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
Jane Street
New York
$0
3
UBS Group
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
Citadel Advisors
Florida
$11.5M
5
SCM
SVB Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$1.44M +$151K +1,180 +12%
BHCM
77
Brevan Howard Capital Management
Jersey
$1.39M +$1.39M +10,865 New
BFM
78
Boothbay Fund Management
New York
$1.38M +$1.38M +10,790 New
Legal & General Group
79
Legal & General Group
United Kingdom
$1.36M +$348K +2,722 +34%
VA
80
Valmark Advisers
Ohio
$1.33M +$446K +3,486 +51%
LCGC
81
Legacy Capital Group California
California
$1.31M +$1.31M +10,220 New
IC
82
IEQ Capital
California
$1.28M +$91.1K +712 +8%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$1.26M +$147K +1,149 +13%
Verition Fund Management
84
Verition Fund Management
Connecticut
$1.25M -$19.2K -150 -2%
TFA
85
Trinity Financial Advisors
Ohio
$1.25M – – –
Two Sigma Advisers
86
Two Sigma Advisers
New York
$1.21M -$76.8K -600 -6%
TC
87
TwinBeech Capital
New York
$1.19M +$1.19M +9,281 New
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.16M +$197K +1,535 +20%
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$1.12M +$1.12M +8,756 New
Deutsche Bank
90
Deutsche Bank
Germany
$1.03M +$58.2K +455 +6%
IIM
91
INTECH Investment Management
Florida
$1.02M +$511K +3,994 +101%
SG Americas Securities
92
SG Americas Securities
New York
$915K +$915K +7,147 New
RA
93
Royce & Associates
New York
$896K +$896K +7,002 New
BFO
94
Boston Family Office
Massachusetts
$879K +$879K +6,869 New
RCM
95
Requisite Capital Management
Texas
$875K +$875K +6,839 New
Wells Fargo
96
Wells Fargo
California
$870K -$165K -1,289 -16%
MIM
97
MetLife Investment Management
New Jersey
$822K +$146K +1,144 +22%
GGHC
98
Gilder Gagnon Howe & Co
New York
$797K +$23.2K +181 +3%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$797K +$516K +4,029 +183%
YIH
100
Y-Intercept (HK)
Hong Kong
$777K +$777K +6,070 New
2 3
4
5 6