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.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-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

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$54.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$14K
MCM
152
MAI Capital Management
Ohio
$12.4K
MTC
153
Matrix Trust Company
Colorado
$12K
AAS
154
Ameritas Advisory Services
Nebraska
$11.6K
ACM
155
Aster Capital Management
United Arab Emirates
$10.7K
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$9.22K
GI
157
GAMMA Investing
California
$9.22K
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$8K
C
159
Covestor
United Kingdom
$8K
Optiver Holding
160
Optiver Holding
Netherlands
$7.79K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$4.83K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$4.17K
US Bancorp
163
US Bancorp
Minnesota
$3.13K
GIA
164
GHP Investment Advisors
Colorado
$2.95K
VWWMG
165
Vermillion & White Wealth Management Group
Pennsylvania
$2.77K
SCM
166
Sterling Capital Management
North Carolina
$2.51K
SIS
167
Strategic Investment Solutions
Illinois
$2.24K
AF
168
Allworth Financial
California
$2.06K
A
169
AlphaQuest
New York
$1.79K
FFA
170
Farther Finance Advisors
California
$1.79K
WT
171
Whittier Trust
California
$1.65K
Bessemer Group
172
Bessemer Group
New Jersey
$1K
NEWAS
173
N.E.W. Advisory Services
Wisconsin
$985
PFBT
174
Parkside Financial Bank & Trust
Missouri
$894
GRP
175
Global Retirement Partners
California
$716