We are live on ! Find out more

203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

41% more call options, than puts

Call options by funds: $160M | Put options by funds: $114M

15% more funds holding

Funds holding: 177203 (+26)

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$153M)

7.49% more ownership

Funds ownership: 70.53%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
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
86
Reduced
37
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$747K +$93.9K +693 +13%
SEI Investments
102
SEI Investments
Pennsylvania
$726K -$57K -421 -7%
SSA
103
Sierra Summit Advisors
Nevada
$708K +$749K +5,533 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$677K -$85.2K -629 -11%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$662K +$700K +5,170 New
DTL
106
Dynamic Technology Lab
Singapore
$651K +$486K +3,586 +239%
Prudential Financial
107
Prudential Financial
New Jersey
$635K -$565K -4,175 -46%
VPIM
108
Vanguard Personalized Indexing Management
California
$604K -$3.66K -27 -0.6%
GF
109
Gabelli Funds
New York
$589K
DCM
110
Dimension Capital Management
Florida
$586K +$620K +4,580 New
Capstone Investment Advisors
111
Capstone Investment Advisors
New York
$558K +$591K +4,363 New
BC
112
Bayforest Capital
United Kingdom
$555K +$221K +1,630 +60%
Group One Trading
113
Group One Trading
Illinois
$547K +$579K +4,273 New
MML Investors Services
114
MML Investors Services
Massachusetts
$541K +$164K +1,214 +40%
XT
115
XTX Topco
Cayman Islands
$507K +$537K +3,964 New
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$491K +$117K +866 +29%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487K +$99.7K +736 +24%
AG
118
Algert Global
California
$484K -$345K -2,550 -40%
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$476K +$504K +3,722 New
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$448K +$108K +800 +30%
BAM
121
Blueshift Asset Management
New Jersey
$441K +$260K +1,920 +126%
SFA
122
Sequoia Financial Advisors
Ohio
$429K
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$427K +$452K +3,339 New
SO
124
STRS Ohio
Ohio
$422K +$447K +3,300 New
VI
125
Versor Investments
New York
$422K +$447K +3,300 New

ROOT Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2025, worth a combined $1.21B — up 15% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROOT positions and 31 closed out — a net gain of 27 holders — while 86 added to existing stakes and 37 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.1M.

  • 203 institutional investors held Root (ROOT) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $1.21B of Root stock for Q2 2025, up 15% quarter-over-quarter.
  • 58 funds opened new Root positions in Q2 2025 and 31 closed out, a net change of +27 holders.
  • The largest Root buyer in Q2 2025 was Ensign Peak Advisors, an estimated $35.8M added.
  • The largest Root seller in Q2 2025 was D.E. Shaw & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.