We are live on ! Find out more

203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

41% more call options, than puts

Call options by funds: $160M | Put options by funds: $114M

15% more funds holding

Funds holding: 177203 (+26)

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$153M)

7.49% more ownership

Funds ownership: 70.53%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
58
Increased
86
Reduced
37
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$414K +$186K +1,373 +74%
AWM
127
Activest Wealth Management
Florida
$384K
VOYA Investment Management
128
VOYA Investment Management
Georgia
$374K +$78K +576 +25%
CSS
129
Cubist Systematic Strategies
Connecticut
$362K +$383K +2,826 New
SSA
130
Schonfeld Strategic Advisors
New York
$360K -$516K -3,808 -58%
Mariner
131
Mariner
Kansas
$353K -$144K -1,066 -28%
GCM
132
Graham Capital Management
Connecticut
$347K +$368K +2,715 New
BCM
133
Bayesian Capital Management
New York
$341K +$361K +2,666 New
ASRS
134
Arizona State Retirement System
Arizona
$332K +$41.2K +304 +13%
GAM
135
Gotham Asset Management
New York
$329K -$142K -1,051 -29%
M1FG
136
Mach-1 Financial Group
Arkansas
$320K +$338K +2,499 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$318K +$337K +2,486 New
WG
138
Winton Group
United Kingdom
$316K +$335K +2,473 New
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$310K +$71.2K +526 +28%
AI
140
Atom Investors
Texas
$306K +$324K +2,389 New
Fuller & Thaler Asset Management
141
Fuller & Thaler Asset Management
California
$303K -$128K -945 -29%
OFS
142
OneAscent Financial Services
Alabama
$284K +$307K +2,268 New
HT
143
Headlands Technologies
Illinois
$282K -$982K -7,247 -77%
ProShare Advisors
144
ProShare Advisors
Maryland
$279K +$42.7K +315 +17%
EWM
145
Evercore Wealth Management
New York
$274K -$128K -948 -31%
IQI
146
Integrated Quantitative Investments
Washington
$270K +$286K +2,111 New
Osaic Holdings
147
Osaic Holdings
Arizona
$259K +$111K +816 +68%
FFA
148
Frazier Financial Advisors
Ohio
$247K +$256K +1,891 +4,976%
MFG
149
MidWestOne Financial Group
Iowa
$242K +$256K +1,890 New
LPL Financial
150
LPL Financial
California
$240K +$254K +1,876 New

ROOT Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2025, worth a combined $1.21B — up 15% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROOT positions and 31 closed out — a net gain of 27 holders — while 86 added to existing stakes and 37 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.1M.

  • 203 institutional investors held Root (ROOT) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $1.21B of Root stock for Q2 2025, up 15% quarter-over-quarter.
  • 58 funds opened new Root positions in Q2 2025 and 31 closed out, a net change of +27 holders.
  • The largest Root buyer in Q2 2025 was Ensign Peak Advisors, an estimated $35.8M added.
  • The largest Root seller in Q2 2025 was D.E. Shaw & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.