200 hedge funds and large institutions have $1.2B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 31 closing their positions.

Holders
200
Holders Change
+24
Holders Change %
+13.64%
% of All Funds
2.69%
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
84
Reduced
37
Closed
31
Calls
$114M
Puts
$88M
Net Calls
+$26M
Net Calls Change
+$1.91M
Name Market Value Shares Shares
Change
Shares
Change %
AAS
176
Ameritas Advisory Services
Nebraska
$8.32K 65 +65 New
Walleye Capital
177
Walleye Capital
New York
$7.29K 57 -871 -94%
US Bancorp
178
US Bancorp
Minnesota
$6.53K 51 +38 +292%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$5.77K 45 +26 +137%
OP
180
ORG Partners
Indiana
$4.76K 38 +38 New
VWWMG
181
Vermillion & White Wealth Management Group
Pennsylvania
$3.97K 31 -14 -31%
IA
182
IFP Advisors
Florida
SCM
183
Sterling Capital Management
North Carolina
$3.33K 26 +17 +189%
SIS
184
Strategic Investment Solutions
Illinois
$3.2K 25 +25 New
RIL
185
Rothschild Investment LLC
Illinois
$1.92K 15 +5 +50%
CAM
186
Creekmur Asset Management
Illinois
$1.66K 13 +5 +63%
NEWAS
187
N.E.W. Advisory Services
Wisconsin
$1.41K 11
AF
188
Allworth Financial
California
$1.41K 11 +8 +267%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$1.28K 10
APM
190
a16z Perennial Management
California
$1.28K 10
GRP
191
Global Retirement Partners
California
$1.02K 8 +8 New
Bessemer Group
192
Bessemer Group
New Jersey
$1K 5
PS
193
Principal Securities
Iowa
$896 7 +7 New
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$768 6
VFM
195
Vision Financial Markets
Connecticut
$640 5
GM
196
GeoWealth Management
Illinois
$640 5 +3 +150%
Comerica Bank
197
Comerica Bank
Texas
$578 5 +5 New
EWA
198
EverSource Wealth Advisors
Alabama
$512 4 +1 +33%
LFG
199
Larson Financial Group
Missouri
$256 2 +2 New
WOC
200
West Oak Capital
California
$128 100