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182 hedge funds and large institutions have $849M invested in Root in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

5% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $54.2M

8.42% less ownership

Funds ownership: 78.02%69.6% (-8.4%)

10% less funds holding

Funds holding: 203182 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $849M (-$359M)

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
182
Holders Change
-21
Holders Change %
-10.34%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
69
Reduced
49
Closed
57
Calls
$56.8M
Puts
$54.2M
Net Calls
+$2.64M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$886K +$7.55K +72 +0.7%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$883K +$41.9K +400 +4%
M
78
MATAURO
New York
$876K +$1.03M +9,788 New
Verition Fund Management
79
Verition Fund Management
Connecticut
$873K +$524 +5 +0.1%
TFA
80
Trinity Financial Advisors
Ohio
$872K +$838 +8 +0.1%
SSA
81
Sierra Summit Advisors
Nevada
$862K +$429K +4,095 +74%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$849K -$5.31M -50,708 -84%
UBS AM
83
UBS AM
Illinois
$814K -$805K -7,685 -46%
Deutsche Bank
84
Deutsche Bank
Germany
$809K +$101K +968 +12%
BHCM
85
Brevan Howard Capital Management
Jersey
$796K -$206K -1,967 -18%
BFM
86
Boothbay Fund Management
New York
$761K -$240K -2,288 -21%
GGHC
87
Gilder Gagnon Howe & Co
New York
$623K +$77.3K +738 +12%
BFO
88
Boston Family Office
Massachusetts
$615K
GIPM
89
G2 Investment Partners Management
New York
$609K -$5.56M -53,100 -89%
RCM
90
Requisite Capital Management
Texas
$598K -$16.1K -154 -2%
MIM
91
MetLife Investment Management
New Jersey
$589K +$16.2K +155 +2%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$585K +$685K +6,536 New
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$551K +$247K +2,353 +62%
JP Morgan Chase
94
JP Morgan Chase
New York
$533K -$2.41M -22,952 -79%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$499K +$324K +3,090 +124%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$487K -$348K -3,318 -38%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$478K -$51.8K -494 -8%
XT
98
XTX Topco
Cayman Islands
$470K +$135K +1,288 +32%
GF
99
Gabelli Funds
New York
$457K +$52.4K +500 +11%
IIM
100
INTECH Investment Management
Florida
$455K -$299K -2,853 -36%

ROOT Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q3 2025, worth a combined $849M — down 30% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ROOT and 36 opened new positions — a net loss of 21 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $33.8M sold.

  • 182 institutional investors held Root (ROOT) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $849M of Root stock for Q3 2025, down 30% quarter-over-quarter.
  • 36 funds opened new Root positions in Q3 2025 and 57 closed out, a net change of -21 holders.
  • The largest Root buyer in Q3 2025 was UBS Group, an estimated $18.9M added.
  • The largest Root seller in Q3 2025 was Ensign Peak Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.