149 hedge funds and large institutions have $429M invested in Root in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

42% less capital invested

Capital invested by funds: $742M → $429M (-$312M)

Holders
149
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
$26.6M
Puts
$12.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
101
Vanguard Investments Australia
Australia
$129K
SS
102
SBI Securities
Japan
$126K
KK
103
KLP Kapitalforvaltning
Norway
$106K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$95.7K
FFA
105
Frazier Financial Advisors
Ohio
$71.5K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$56.7K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$55.6K
Osaic Holdings
108
Osaic Holdings
Arizona
$55.2K
TRCT
109
Tower Research Capital (TRC)
New York
$50.3K
Russell Investments Group
110
Russell Investments Group
United Kingdom
$50.3K
AA
111
Ancora Advisors
Ohio
$44.2K
AIP
112
Ameritas Investment Partners
Nebraska
$42.4K
LCA
113
Legend Capital Advisors
New York
$31.8K
HNB
114
Huntington National Bank
Ohio
$22.1K
SEP
115
Signature Equity Partners
Ohio
$22.1K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$18K
KBC Group
117
KBC Group
Belgium
$16K
CAL
118
Capital Advisors Ltd
Ohio
$14K
CA
119
Clearstead Advisors
Ohio
$10K
ACM
120
Aster Capital Management
United Arab Emirates
$8.67K
BONH
121
Bank of New Hampshire
New Hampshire
$8.22K
BNP Paribas Asset Management
122
BNP Paribas Asset Management
France
$8.04K
MCM
123
MAI Capital Management
Ohio
$6.41K
EP
124
Essential Partners
California
$6.23K
GI
125
GAMMA Investing
California
$6.01K