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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$5.47K +$4.67K +35 +583%
WWM
152
Wolff Wiese Magana
California
$5.34K – – –
FFA
153
Frazier Financial Advisors
Ohio
$5.07K +$5.07K +38 New
SAM
154
Smartleaf Asset Management
Massachusetts
$3.42K +$3.42K +25 New
PA
155
Parallel Advisors
California
$3.26K +$3.26K +24 New
Jones Financial Companies
156
Jones Financial Companies
Missouri
$2.6K +$2.6K +19 New
CA
157
CoreCap Advisors
Michigan
$2.27K +$1.2K +9 +113%
LC
158
Lindbrook Capital
California
$2.27K +$2.27K +17 New
US Bancorp
159
US Bancorp
Minnesota
$1.73K +$1.33K +10 +333%
NEWAS
160
N.E.W. Advisory Services
Wisconsin
$1.47K +$1.47K +11 New
PFBT
161
Parkside Financial Bank & Trust
Missouri
$1.34K +$1.34K +10 New
APM
162
a16z Perennial Management
California
$1.33K – – –
RIL
163
Rothschild Investment LLC
Illinois
$1.33K +$1.33K +10 New
SCM
164
Sterling Capital Management
North Carolina
$1.2K – – –
CAM
165
Creekmur Asset Management
Illinois
$1.07K +$1.07K +8 New
Bessemer Group
166
Bessemer Group
New Jersey
$1K +$1K +5 New
QCG
167
Quadrant Capital Group
Ohio
$935 +$935 +7 New
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$801 – – –
SC
169
Stephens Consulting
Michigan
$668 +$668 +5 New
VFM
170
Vision Financial Markets
Connecticut
$667 +$667 +5 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$533 +$533 +4 New
AF
172
Allworth Financial
California
$451 +$451 +3 New
EWA
173
EverSource Wealth Advisors
Alabama
$400 -$133 -1 -25%
GM
174
GeoWealth Management
Illinois
$267 +$267 +2 New
IA
175
IFP Advisors
Florida
$133 -$7.7K -104 Closed
4 5 6
7
8