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 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

42% less capital invested

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

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$12.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
126
Covestor
United Kingdom
$6K
LFG
127
Larson Financial Group
Missouri
$4.77K
Optiver Holding
128
Optiver Holding
Netherlands
$4.11K
SCM
129
Sterling Capital Management
North Carolina
$3.53K
AF
130
Abound Financial
California
$3K
US Bancorp
131
US Bancorp
Minnesota
$2.65K
IAIM
132
International Assets Investment Management
Florida
$2.38K
FFA
133
Farther Finance Advisors
California
$2.08K
EWA
134
EverSource Wealth Advisors
Alabama
$1.81K
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$1.68K
ZBNA
136
Zions Bancorporation, National Association
Utah
$1.59K
GIA
137
GHP Investment Advisors
Colorado
$1.46K
AF
138
Allworth Financial
California
$1.28K
PA
139
Parallel Advisors
California
$972
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$928
WT
141
Whittier Trust
California
$852
VCM
142
Versant Capital Management
Arizona
$839
RIL
143
Rothschild Investment LLC
Illinois
$618
VFM
144
Vision Financial Markets
Connecticut
$221
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221
IA
146
IFP Advisors
Florida
$177
ASN
147
Advisory Services Network
Georgia
$88
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$44
SAM
149
Smartleaf Asset Management
Massachusetts
$43
LCM
150
Landscape Capital Management
New Jersey