180 hedge funds and large institutions have $848M invested in Root in 2025 Q3 according to their latest regulatory filings, with 35 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 → $848M (-$359M)

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

Holders
180
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
MTC
151
Matrix Trust Company
Colorado
$12K
AAS
152
Ameritas Advisory Services
Nebraska
$11.6K
ACM
153
Aster Capital Management
United Arab Emirates
$10.7K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$9.22K
GI
155
GAMMA Investing
California
$9.22K
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$8K
C
157
Covestor
United Kingdom
$8K
Optiver Holding
158
Optiver Holding
Netherlands
$7.79K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$4.83K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$4.17K
US Bancorp
161
US Bancorp
Minnesota
$3.13K
GIA
162
GHP Investment Advisors
Colorado
$2.95K
VWWMG
163
Vermillion & White Wealth Management Group
Pennsylvania
$2.77K
SCM
164
Sterling Capital Management
North Carolina
$2.51K
IA
165
IFP Advisors
Florida
$2.33K
SIS
166
Strategic Investment Solutions
Illinois
$2.24K
AF
167
Allworth Financial
California
$2.06K
A
168
AlphaQuest
New York
$1.79K
FFA
169
Farther Finance Advisors
California
$1.79K
WT
170
Whittier Trust
California
$1.65K
Bessemer Group
171
Bessemer Group
New Jersey
$1K
NEWAS
172
N.E.W. Advisory Services
Wisconsin
$985
PFBT
173
Parkside Financial Bank & Trust
Missouri
$894
GRP
174
Global Retirement Partners
California
$716
AAP
175
Arax Advisory Partners
Colorado
$627