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177 hedge funds and large institutions have $1.05B invested in Root in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

97% more capital invested

Capital invested by funds: $535M → $1.05B (+$519M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more funds holding

Funds holding: 129177 (+48)

28% more call options, than puts

Call options by funds: $111M | Put options by funds: $87.4M

1.61% more ownership

Funds ownership: 68.92%70.53% (+1.6%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
177
Holders Change
+48
Holders Change %
+37.21%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
34
Reduced
48
Closed
23
Calls
$111M
Puts
$87.4M
Net Calls
+$24M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
101
Sherbrooke Park Advisers
New York
$421K +$361K +3,153 New
EWM
102
Evercore Wealth Management
New York
$413K +$354K +3,093 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$410K -$12.4K -108 -3%
MML Investors Services
104
MML Investors Services
Massachusetts
$403K -$1.22M -10,658 -78%
AWM
105
Activest Wealth Management
Florida
$400K
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$396K
BC
107
Bayforest Capital
United Kingdom
$361K +$310K +2,707 New
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$360K -$91.7K -800 -23%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$341K -$53.9K -470 -16%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$313K +$268K +2,343 New
ASRS
111
Arizona State Retirement System
Arizona
$306K +$263K +2,292 New
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$293K -$315K -2,745 -56%
CIAM
113
Caitong International Asset Management
Hong Kong
$276K +$209K +1,825 +748%
CWM
114
CIBC World Markets
New York
$256K +$220K +1,916 New
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$253K
ProShare Advisors
116
ProShare Advisors
Maryland
$249K +$214K +1,869 New
HighTower Advisors
117
HighTower Advisors
Illinois
$249K +$214K +1,864 New
BC
118
Bridgefront Capital
Texas
$233K +$200K +1,747 New
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$225K +$193K +1,688 New
GIA
120
Gladstone Institutional Advisory
Florida
$222K +$191K +1,665 New
KWA
121
Kingswood Wealth Advisors
California
$220K +$189K +1,652 New
Ameriprise
122
Ameriprise
Minnesota
$210K +$180K +1,575 New
BAM
123
Blueshift Asset Management
New Jersey
$204K +$175K +1,529 New
FL
124
FreeGulliver LLC
Louisiana
$200K -$149K -1,300 -46%
DTL
125
Dynamic Technology Lab
Singapore
$200K -$279K -2,435 -62%