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Root
ROOT

Overview Fund Activity

176 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, 33 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+47
Holders Change %
+36.43%
% of All Funds
2.39%
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
33
Reduced
48
Closed
22
Calls
$111M
Puts
$87.4M
Net Calls
+$24M
Net Calls Change
+$8.12M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$49.2M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$90.7M
3
Invesco
3
Invesco
Georgia
$34.3M
4
American Century Companies
4
American Century Companies
Missouri
$30.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$56M

Top Sellers

1
SCM
1
SVB Capital Management
California
$7.74M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$26.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.9M
4
GC
4
GMT Capital
Georgia
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$788K
Name Holding Trade Value Shares
Change 		Shares
Change %
KK
126
KLP Kapitalforvaltning
Norway
$173K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$161K +$51.4K +385 +47%
Walleye Capital
128
Walleye Capital
New York
$124K +$124K +928 New
SS
129
SBI Securities
Japan
$120K -$164K -1,229 -58%
AIP
130
Ameritas Investment Partners
Nebraska
$113K – – –
HNB
131
Huntington National Bank
Ohio
$66.7K – – –
AA
132
Ancora Advisors
Ohio
$66.7K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$50.6K -$662K -4,962 -93%
KBC Group
134
KBC Group
Belgium
$48K +$48K +359 New
CAL
135
Capital Advisors Ltd
Ohio
$41K – – –
AB
136
Amalgamated Bank
New York
$40K +$133 +1 +0.3%
Twin Tree Management
137
Twin Tree Management
Texas
$37.1K +$37.1K +278 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.15K -31 -16%
SW
139
SVB Wealth
Massachusetts
$20.7K +$20.7K +155 New
MCM
140
MAI Capital Management
Ohio
$18.4K – – –
Russell Investments Group
141
Russell Investments Group
United Kingdom
$16K -$40.2K -301 -71%
A
142
AlphaQuest
New York
$14.5K +$14.5K +109 New
TCPG
143
Trivant Custom Portfolio Group
California
$13.3K +$13.3K +100 New
GI
144
GAMMA Investing
California
$12.8K +$4.54K +34 +55%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$10.5K +$2.67K +20 +34%
Federated Hermes
146
Federated Hermes
Pennsylvania
$9.74K +$9.74K +73 New
AF
147
Abound Financial
California
$9.07K +$9.07K +68 New
Optiver Holding
148
Optiver Holding
Netherlands
$8.67K +$8.67K +65 New
CCM
149
Coldstream Capital Management
Washington
$7.61K +$7.61K +57 New
VWWMG
150
Vermillion & White Wealth Management Group
Pennsylvania
$6.01K +$6.01K +45 New
4 5
6
7 8