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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
VWWMG
151
Vermillion & White Wealth Management Group
Pennsylvania
$6K +$5.16K +45 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$5.47K +$4.01K +35 +583%
WWM
153
Wolff Wiese Magana
California
$5.34K
FFA
154
Frazier Financial Advisors
Ohio
$5.07K +$4.35K +38 New
SAM
155
Smartleaf Asset Management
Massachusetts
$3.42K +$2.86K +25 New
PA
156
Parallel Advisors
California
$3.26K +$2.75K +24 New
Jones Financial Companies
157
Jones Financial Companies
Missouri
$2.6K +$2.18K +19 New
CA
158
CoreCap Advisors
Michigan
$2.27K +$1.03K +9 +113%
LC
159
Lindbrook Capital
California
$2.27K +$1.95K +17 New
US Bancorp
160
US Bancorp
Minnesota
$1.73K +$1.15K +10 +333%
NEWAS
161
N.E.W. Advisory Services
Wisconsin
$1.47K +$1.26K +11 New
PFBT
162
Parkside Financial Bank & Trust
Missouri
$1.33K +$1.15K +10 New
APM
163
a16z Perennial Management
California
$1.33K
RIL
164
Rothschild Investment LLC
Illinois
$1.33K +$1.15K +10 New
SCM
165
Sterling Capital Management
North Carolina
$1.2K
CAM
166
Creekmur Asset Management
Illinois
$1.07K +$917 +8 New
Bessemer Group
167
Bessemer Group
New Jersey
$1K +$573 +5 New
QCG
168
Quadrant Capital Group
Ohio
$935 +$802 +7 New
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$801
SC
170
Stephens Consulting
Michigan
$668 +$573 +5 New
VFM
171
Vision Financial Markets
Connecticut
$667 +$573 +5 New
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$533 +$458 +4 New
AF
173
Allworth Financial
California
$451 +$344 +3 New
EWA
174
EverSource Wealth Advisors
Alabama
$400 -$115 -1 -25%
GM
175
GeoWealth Management
Illinois
$267 +$229 +2 New