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Root
ROOT

Overview Fund Activity

200 hedge funds and large institutions have $1.2B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 31 closing their positions.

Holders
200
Holders Change
+24
Holders Change %
+13.64%
% of All Funds
2.69%
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
84
Reduced
37
Closed
31
Calls
$114M
Puts
$88M
Net Calls
+$26M
Net Calls Change
+$1.91M

Top Buyers

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

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
2
Jane Street
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.5M
5
SCM
5
SVB Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$726K 5,675 -421 -7%
SSA
102
Sierra Summit Advisors
Nevada
$708K 5,533 +5,533 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$677K 5,287 -629 -11%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$662K 5,170 +5,170 New
DTL
105
Dynamic Technology Lab
Singapore
$651K 5,086 +3,586 +239%
Prudential Financial
106
Prudential Financial
New Jersey
$635K 4,965 -4,175 -46%
VPIM
107
Vanguard Personalized Indexing Management
California
$604K 4,722 -27 -0.6%
GF
108
Gabelli Funds
New York
$589K 4,600 – –
DCM
109
Dimension Capital Management
Florida
$586K 4,580 +4,580 New
Capstone Investment Advisors
110
Capstone Investment Advisors
New York
$558K 4,363 +4,363 New
BC
111
Bayforest Capital
United Kingdom
$555K 4,337 +1,630 +60%
Group One Trading
112
Group One Trading
Illinois
$547K 4,273 +4,273 New
MML Investors Services
113
MML Investors Services
Massachusetts
$541K 4,231 +1,214 +40%
XT
114
XTX Topco
Cayman Islands
$507K 3,964 +3,964 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$491K 3,836 +866 +29%
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K 3,805 +736 +24%
AG
117
Algert Global
California
$484K 3,780 -2,550 -40%
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
$476K 3,722 +3,722 New
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$448K 3,500 +800 +30%
BAM
120
Blueshift Asset Management
New Jersey
$441K 3,449 +1,920 +126%
SFA
121
Sequoia Financial Advisors
Ohio
$429K 3,350 – –
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$427K 3,339 +3,339 New
SO
123
STRS Ohio
Ohio
$422K 3,300 +3,300 New
VI
124
Versor Investments
New York
$422K 3,300 +3,300 New
HighTower Advisors
125
HighTower Advisors
Illinois
$414K 3,237 +1,373 +74%
3 4
5
6 7