169 hedge funds and large institutions have $742M invested in Root in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

7% less funds holding

Funds holding: 182169 (-13)

13% less capital invested

Capital invested by funds: $849M → $742M (-$107M)

28% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 43

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.9M
Puts
$31.9M
Net Calls
Net Calls Change

Top Buyers

1 +$15.6M
2 +$13.9M
3 +$12.6M
4
BlackRock
BlackRock
New York
+$9.9M
5
Goldman Sachs
Goldman Sachs
New York
+$7.74M

Top Sellers

1 -$22.5M
2 -$12.8M
3 -$7.24M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.5M
5
Morgan Stanley
Morgan Stanley
New York
-$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$69.3K
HNB
127
Huntington National Bank
Ohio
$36.1K
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$36K
Canada Pension Plan Investment Board
129
Canada Pension Plan Investment Board
Ontario, Canada
$28.9K
SEP
130
Signature Equity Partners
Ohio
$28.9K
AB
131
Amalgamated Bank
New York
$28K
TRCT
132
Tower Research Capital (TRC)
New York
$27.9K
KBC Group
133
KBC Group
Belgium
$26K
CAL
134
Capital Advisors Ltd
Ohio
$22K
CA
135
Clearstead Advisors
Ohio
$16.4K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$15K
GI
137
GAMMA Investing
California
$10.5K
MCM
138
MAI Capital Management
Ohio
$10.1K
Jones Financial Companies
139
Jones Financial Companies
Missouri
$8.38K
AG
140
AmeriFlex Group
Nevada
$7.22K
C
141
Covestor
United Kingdom
$6K
SCM
142
Sterling Capital Management
North Carolina
$5.56K
Optiver Holding
143
Optiver Holding
Netherlands
$5.13K
AF
144
Abound Financial
California
$4.91K
IAIM
145
International Assets Investment Management
Florida
$3.97K
FFA
146
Farther Finance Advisors
California
$3.61K
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$2.75K
ACM
148
Aster Capital Management
United Arab Emirates
$2.46K
GIA
149
GHP Investment Advisors
Colorado
$2.38K
VWWMG
150
Vermillion & White Wealth Management Group
Pennsylvania
$2.24K