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182 hedge funds and large institutions have $849M invested in Root in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

5% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $54.2M

8.42% less ownership

Funds ownership: 78.02%69.6% (-8.4%)

10% less funds holding

Funds holding: 203182 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $849M (-$359M)

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
182
Holders Change
-21
Holders Change %
-10.34%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
69
Reduced
49
Closed
57
Calls
$56.8M
Puts
$54.2M
Net Calls
+$2.64M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
101
Vanguard Personalized Indexing Management
California
$419K -$4.82K -46 -1%
Ameriprise
102
Ameriprise
Minnesota
$415K +$486K +4,635 New
VI
103
Versor Investments
New York
$403K +$126K +1,200 +36%
PWS
104
Precision Wealth Strategies
Missouri
$401K +$470K +4,481 New
AG
105
Algert Global
California
$399K +$71.3K +680 +18%
SO
106
STRS Ohio
Ohio
$385K +$105K +1,000 +30%
Walleye Capital
107
Walleye Capital
New York
$363K +$419K +3,997 +7,012%
DFCM
108
Dark Forest Capital Management
Puerto Rico
$351K +$411K +3,920 New
Franklin Resources
109
Franklin Resources
California
$345K -$21.8M -207,680 -98%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$339K -$5.13K -49 -1%
SEI Investments
111
SEI Investments
Pennsylvania
$321K -$219K -2,086 -37%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$320K -$15.9K -152 -4%
BC
113
Bayforest Capital
United Kingdom
$314K -$86.4K -824 -19%
DCM
114
Dimension Capital Management
Florida
$308K -$119K -1,135 -25%
Truist Financial
115
Truist Financial
North Carolina
$302K +$354K +3,379 New
SFA
116
Sequoia Financial Advisors
Ohio
$300K
ASRS
117
Arizona State Retirement System
Arizona
$285K +$62.1K +593 +23%
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$282K +$76K +725 +30%
AWM
119
Activest Wealth Management
Florida
$269K
Mariner
120
Mariner
Kansas
$240K -$7.96K -76 -3%
DADC
121
D.A. Davidson & Co
Montana
$235K +$275K +2,620 New
TI
122
Trexquant Investment
Connecticut
$224K -$4.85M -46,233 -95%
HCMT
123
Highland Capital Management (Tennessee)
Tennessee
$218K +$255K +2,437 New
MC
124
Moors & Cabot
Massachusetts
$218K +$255K +2,435 New
SWP
125
Stratos Wealth Partners
Ohio
$217K +$255K +2,429 New

ROOT Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q3 2025, worth a combined $849M — down 30% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ROOT and 36 opened new positions — a net loss of 21 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $33.8M sold.

  • 182 institutional investors held Root (ROOT) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $849M of Root stock for Q3 2025, down 30% quarter-over-quarter.
  • 36 funds opened new Root positions in Q3 2025 and 57 closed out, a net change of -21 holders.
  • The largest Root buyer in Q3 2025 was UBS Group, an estimated $18.9M added.
  • The largest Root seller in Q3 2025 was Ensign Peak Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.