203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+27
Holders Change %
+15.34%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
59
Increased
84
Reduced
38
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$226K +$12.8K +100 +6%
KK
152
KLP Kapitalforvaltning
Norway
$218K +$51.2K +400 +31%
SOW
153
State of Wyoming
Wyoming
$213K +$213K +1,663 New
KWA
154
Kingswood Wealth Advisors
California
$211K
GCP
155
GSA Capital Partners
United Kingdom
$205K +$205K +1,599 New
TRCT
156
Tower Research Capital (TRC)
New York
$164K +$115K +899 +237%
AIP
157
Ameritas Investment Partners
Nebraska
$139K +$30.8K +241 +28%
SS
158
SBI Securities
Japan
$128K +$13.4K +105 +12%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$122K -$203K -1,595 -63%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$93.9K +$78.6K +614 +512%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$69.7K +$69.7K +545 New
HNB
162
Huntington National Bank
Ohio
$64K
AA
163
Ancora Advisors
Ohio
$64K
KBC Group
164
KBC Group
Belgium
$46K
CAL
165
Capital Advisors Ltd
Ohio
$39K
AB
166
Amalgamated Bank
New York
$38K
Osaic Holdings
167
Osaic Holdings
Arizona
$34.4K -$68.8K -805 -67%
SPM
168
Symmetry Peak Management
Pennsylvania
$25.6K +$25.6K +200 New
A
169
AlphaQuest
New York
$22.3K +$8.32K +65 +60%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$20K +$252 +2 +1%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$18.3K +$8.19K +64 +81%
MCM
172
MAI Capital Management
Ohio
$17.7K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$17.7K +$12.4K +97 +237%
AP
174
Aspect Partners
Virginia
$15K +$15K +117 New
GI
175
GAMMA Investing
California
$11.6K -$640 -5 -5%