180 hedge funds and large institutions have $848M invested in Root in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $848M (-$359M)

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$54.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
101
Vanguard Personalized Indexing Management
California
$419K
Ameriprise
102
Ameriprise
Minnesota
$415K
VI
103
Versor Investments
New York
$403K
PWS
104
Precision Wealth Strategies
Missouri
$401K
AG
105
Algert Global
California
$399K
SO
106
STRS Ohio
Ohio
$385K
Walleye Capital
107
Walleye Capital
New York
$363K
DFCM
108
Dark Forest Capital Management
Puerto Rico
$351K
Franklin Resources
109
Franklin Resources
California
$345K
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$339K
SEI Investments
111
SEI Investments
Pennsylvania
$321K
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$320K
BC
113
Bayforest Capital
United Kingdom
$314K
DCM
114
Dimension Capital Management
Florida
$308K
Truist Financial
115
Truist Financial
North Carolina
$302K
SFA
116
Sequoia Financial Advisors
Ohio
$300K
ASRS
117
Arizona State Retirement System
Arizona
$285K
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$282K
AWM
119
Activest Wealth Management
Florida
$269K
Mariner
120
Mariner
Kansas
$240K
DADC
121
D.A. Davidson & Co
Montana
$235K
TI
122
Trexquant Investment
Connecticut
$224K
HCMT
123
Highland Capital Management (Tennessee)
Tennessee
$218K
MC
124
Moors & Cabot
Massachusetts
$218K
SWP
125
Stratos Wealth Partners
Ohio
$217K