203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160M
Puts
$114M
Net Calls
Net Calls Change

Top Buyers

1 +$33.8M
2 +$16.6M
3 +$16.3M
4
American Century Companies
American Century Companies
Missouri
+$16.2M
5
Morgan Stanley
Morgan Stanley
New York
+$13.9M

Top Sellers

1 -$18.1M
2 -$14.3M
3 -$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$10.9M
5
SCM
SVB Capital Management
California
-$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
176
Optiver Holding
Netherlands
$10.1K
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$10K
AAS
178
Ameritas Advisory Services
Nebraska
$8.32K
Walleye Capital
179
Walleye Capital
New York
$7.29K
US Bancorp
180
US Bancorp
Minnesota
$6.53K
Jones Financial Companies
181
Jones Financial Companies
Missouri
$5.77K
OP
182
ORG Partners
Indiana
$4.76K
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$3.97K
IA
184
IFP Advisors
Florida
$3.46K
SCM
185
Sterling Capital Management
North Carolina
$3.33K
SIS
186
Strategic Investment Solutions
Illinois
$3.2K
RIL
187
Rothschild Investment LLC
Illinois
$1.92K
CAM
188
Creekmur Asset Management
Illinois
$1.66K
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$1.41K
AF
190
Allworth Financial
California
$1.41K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$1.28K
APM
192
a16z Perennial Management
California
$1.28K
GRP
193
Global Retirement Partners
California
$1.02K
Bessemer Group
194
Bessemer Group
New Jersey
$1K
PS
195
Principal Securities
Iowa
$896
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$768
VFM
197
Vision Financial Markets
Connecticut
$640
GM
198
GeoWealth Management
Illinois
$640
Comerica Bank
199
Comerica Bank
Texas
$578
EWA
200
EverSource Wealth Advisors
Alabama
$512