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177 hedge funds and large institutions have $1.05B invested in Root in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

97% more capital invested

Capital invested by funds: $535M → $1.05B (+$519M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more funds holding

Funds holding: 129177 (+48)

28% more call options, than puts

Call options by funds: $111M | Put options by funds: $87.4M

1.61% more ownership

Funds ownership: 68.92%70.53% (+1.6%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
177
Holders Change
+48
Holders Change %
+37.21%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
34
Reduced
48
Closed
23
Calls
$111M
Puts
$87.4M
Net Calls
+$24M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PEAK6
126
PEAK6
Illinois
$195K +$168K +1,465 New
KK
127
KLP Kapitalforvaltning
Norway
$173K
Osaic Holdings
128
Osaic Holdings
Arizona
$161K +$44.1K +385 +47%
Walleye Capital
129
Walleye Capital
New York
$124K +$106K +928 New
SS
130
SBI Securities
Japan
$120K -$141K -1,229 -58%
AIP
131
Ameritas Investment Partners
Nebraska
$113K
HNB
132
Huntington National Bank
Ohio
$66.7K
AA
133
Ancora Advisors
Ohio
$66.7K
TRCT
134
Tower Research Capital (TRC)
New York
$50.6K -$569K -4,962 -93%
KBC Group
135
KBC Group
Belgium
$48K +$41.1K +359 New
CAL
136
Capital Advisors Ltd
Ohio
$41K
AB
137
Amalgamated Bank
New York
$40K +$115 +1 +0.3%
Twin Tree Management
138
Twin Tree Management
Texas
$37.1K +$31.9K +278 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$21K -$3.55K -31 -16%
SW
140
SVB Wealth
Massachusetts
$20.7K +$17.8K +155 New
MCM
141
MAI Capital Management
Ohio
$18.4K
Russell Investments Group
142
Russell Investments Group
United Kingdom
$16K -$34.5K -301 -71%
A
143
AlphaQuest
New York
$14.5K +$12.5K +109 New
TCPG
144
Trivant Custom Portfolio Group
California
$13.3K +$11.5K +100 New
GI
145
GAMMA Investing
California
$12.8K +$3.9K +34 +55%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$10.5K +$2.29K +20 +34%
Federated Hermes
147
Federated Hermes
Pennsylvania
$9.74K +$8.36K +73 New
AF
148
Abound Financial
California
$9.07K +$7.79K +68 New
Optiver Holding
149
Optiver Holding
Netherlands
$8.67K +$7.45K +65 New
CCM
150
Coldstream Capital Management
Washington
$7.61K +$6.53K +57 New