Root
ROOT
182 hedge funds and large institutions have $849M invested in Root in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
5% more call options, than puts
Call options by funds: $56.8M | Put options by funds: $54.2M
8.42% less ownership
Funds ownership: 78.02% → 69.6% (-8.4%)
10% less funds holding
Funds holding: 203 → 182 (-21)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less capital invested
Capital invested by funds: $1.21B → $849M (-$359M)
37% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$18.9M |
| 2 |
BlackRock
New York
|
+$18.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$33.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$21.8M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$16.8M |
| 4 |
MM
Monolith Management
Hong Kong
|
-$14.1M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$12.5M |
ROOT Hedge Fund Activity: Q3 2025 in Review
182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q3 2025, worth a combined $849M — down 30% from $1.21B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of ROOT and 36 opened new positions — a net loss of 21 holders — while 49 trimmed existing stakes and 69 added.
The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $33.8M sold.
- 182 institutional investors held Root (ROOT) as of Q3 2025, down from 203 in Q2 2025.
- Funds reported $849M of Root stock for Q3 2025, down 30% quarter-over-quarter.
- 36 funds opened new Root positions in Q3 2025 and 57 closed out, a net change of -21 holders.
- The largest Root buyer in Q3 2025 was UBS Group, an estimated $18.9M added.
- The largest Root seller in Q3 2025 was Ensign Peak Advisors, an estimated $33.8M sold.
Based on aggregated 13F filings for Q3 2025.