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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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $12.8M

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

3.85% less ownership

Funds ownership: 74.51%70.65% (-3.9%)

12% less funds holding

Funds holding: 170149 (-21)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

42% less capital invested

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

Holders
149
Holders Change
-21
Holders Change %
-12.35%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
51
Reduced
40
Closed
50
Calls
$26.6M
Puts
$12.8M
Net Calls
+$13.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
101
Vanguard Investments Australia
Australia
$129K +$171K +2,927 New
SS
102
SBI Securities
Japan
$126K +$7.47K +128 +5%
KK
103
KLP Kapitalforvaltning
Norway
$106K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$95.7K +$126K +2,166 New
FFA
105
Frazier Financial Advisors
Ohio
$71.5K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$56.7K +$62.5K +1,071 +503%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$55.6K +$9.1K +156 +14%
Osaic Holdings
108
Osaic Holdings
Arizona
$55.2K -$16.9K -289 -19%
TRCT
109
Tower Research Capital (TRC)
New York
$50.3K +$43.9K +753 +195%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$50.3K -$734K -12,574 -92%
AA
111
Ancora Advisors
Ohio
$44.2K
AIP
112
Ameritas Investment Partners
Nebraska
$42.4K
LCA
113
Legend Capital Advisors
New York
$31.8K +$41.9K +719 New
HNB
114
Huntington National Bank
Ohio
$22.1K
SEP
115
Signature Equity Partners
Ohio
$22.1K +$5.83K +100 +25%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$18K -$4.78K -82 -17%
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 +$1.81K +31 +91%
BONH
121
Bank of New Hampshire
New Hampshire
$8.22K +$10.9K +186 New
BNP Paribas Asset Management
122
BNP Paribas Asset Management
France
$8.04K -$59.1K -1,013 -85%
MCM
123
MAI Capital Management
Ohio
$6.41K +$292 +5 +4%
EP
124
Essential Partners
California
$6.23K +$8.22K +141 New
GI
125
GAMMA Investing
California
$6.01K -$583 -10 -7%