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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
1C
151
111 Capital
France
$233K +$247K +1,823 New
GIA
152
Gladstone Institutional Advisory
Florida
$226K +$13.5K +100 +6%
KK
153
KLP Kapitalforvaltning
Norway
$218K +$54.2K +400 +31%
SOW
154
State of Wyoming
Wyoming
$213K +$225K +1,663 New
KWA
155
Kingswood Wealth Advisors
California
$211K
GCP
156
GSA Capital Partners
United Kingdom
$205K +$217K +1,599 New
TRCT
157
Tower Research Capital (TRC)
New York
$164K +$122K +899 +237%
AIP
158
Ameritas Investment Partners
Nebraska
$139K +$32.6K +241 +28%
SS
159
SBI Securities
Japan
$128K +$14.2K +105 +12%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$122K -$216K -1,595 -63%
Russell Investments Group
161
Russell Investments Group
United Kingdom
$93.9K +$83.2K +614 +512%
CMBA
162
C.M. Bidwell & Associates
Hawaii
$69.7K +$73.8K +545 New
HNB
163
Huntington National Bank
Ohio
$64K
AA
164
Ancora Advisors
Ohio
$64K
KBC Group
165
KBC Group
Belgium
$46K
CAL
166
Capital Advisors Ltd
Ohio
$39K
AB
167
Amalgamated Bank
New York
$38K
SPM
168
Symmetry Peak Management
Pennsylvania
$25.6K +$27.1K +200 New
A
169
AlphaQuest
New York
$22.3K +$8.8K +65 +60%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$20K +$271 +2 +1%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$18.3K +$8.67K +64 +81%
MCM
172
MAI Capital Management
Ohio
$17.7K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$17.7K +$13.1K +97 +237%
AP
174
Aspect Partners
Virginia
$15K +$15.8K +117 New
GI
175
GAMMA Investing
California
$11.6K -$677 -5 -5%

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.