We are live on ! Find out more

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 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $12.8M

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

3.85% less ownership

Funds ownership: 74.51%70.65% (-3.9%)

12% less funds holding

Funds holding: 170149 (-21)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

42% less capital invested

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

Holders
149
Holders Change
-21
Holders Change %
-12.35%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
51
Reduced
40
Closed
50
Calls
$26.6M
Puts
$12.8M
Net Calls
+$13.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
C
126
Covestor
United Kingdom
$6K +$2.27K +39 +45%
LFG
127
Larson Financial Group
Missouri
$4.77K +$4.72K +81 +300%
Optiver Holding
128
Optiver Holding
Netherlands
$4.11K +$1.28K +22 +31%
SCM
129
Sterling Capital Management
North Carolina
$3.53K +$175 +3 +4%
AF
130
Abound Financial
California
$3K
US Bancorp
131
US Bancorp
Minnesota
$2.65K +$2.74K +47 +362%
IAIM
132
International Assets Investment Management
Florida
$2.38K
FFA
133
Farther Finance Advisors
California
$2.08K -$117 -2 -4%
EWA
134
EverSource Wealth Advisors
Alabama
$1.81K +$2.39K +41 New
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$1.68K
ZBNA
136
Zions Bancorporation, National Association
Utah
$1.59K +$2.1K +36 New
GIA
137
GHP Investment Advisors
Colorado
$1.46K
AF
138
Allworth Financial
California
$1.28K +$1.4K +24 +480%
PA
139
Parallel Advisors
California
$972 +$1.28K +22 New
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$928 +$175 +3 +17%
WT
141
Whittier Trust
California
$852
VCM
142
Versant Capital Management
Arizona
$839 +$1.11K +19 New
RIL
143
Rothschild Investment LLC
Illinois
$618 +$525 +9 +180%
VFM
144
Vision Financial Markets
Connecticut
$221
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221 +$292 +5 New
IA
146
IFP Advisors
Florida
$177 +$233 +4 New
ASN
147
Advisory Services Network
Georgia
$88 +$117 +2 New
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$44 -$350 -6 -86%
SAM
149
Smartleaf Asset Management
Massachusetts
$43
LCM
150
Landscape Capital Management
New Jersey
-$5.31M -73,463 Closed