We are live on ! Find out more

149 hedge funds and large institutions have $429M invested in Root in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $12.8M

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

3.85% less ownership

Funds ownership: 74.51%70.65% (-3.9%)

12% less funds holding

Funds holding: 170149 (-21)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 50

42% less capital invested

Capital invested by funds: $742M → $429M (-$312M)

Holders
149
Holders Change
-21
Holders Change %
-12.35%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
51
Reduced
40
Closed
50
Calls
$26.6M
Puts
$12.8M
Net Calls
+$13.9M
Net Calls Change
-$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
176
Gabelli Funds
New York
-$368K -5,100 Closed
IIM
177
INTECH Investment Management
Florida
-$367K -5,080 Closed
VPIM
178
Vanguard Personalized Indexing Management
California
-$333K -4,616 Closed
ET
179
Entropy Technologies
New York
-$318K -4,400 Closed
MML Investors Services
180
MML Investors Services
Massachusetts
-$316K -4,380 Closed
State Board of Administration of Florida Retirement System
181
State Board of Administration of Florida Retirement System
Florida
-$274K -3,787 Closed
SEI Investments
182
SEI Investments
Pennsylvania
-$254K -3,511 Closed
SFA
183
Sequoia Financial Advisors
Ohio
-$242K -3,352 Closed
I
184
InceptionR
California
-$222K -3,076 Closed
ASRS
185
Arizona State Retirement System
Arizona
-$218K -3,020 Closed
Group One Trading
186
Group One Trading
Illinois
-$87.7K -1,504 Closed
AB
187
Amalgamated Bank
New York
-$28K -386 Closed
AG
188
AmeriFlex Group
Nevada
-$7.22K -100 Closed
VWWMG
189
Vermillion & White Wealth Management Group
Pennsylvania
-$2.24K -31 Closed
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
-$1.81K -25 Closed
A
191
AlphaQuest
New York
-$1.45K -20 Closed
PFBT
192
Parkside Financial Bank & Trust
Missouri
-$723 -10 Closed
TM
193
Torren Management
California
-$506 -7 Closed
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
-$433 -6 Closed
BWA
195
Basecamp Wealth Advisors
Washington
-$361 -5 Closed
AAP
196
Arax Advisory Partners
Colorado
-$144 -2 Closed
HFS
197
Hughes Financial Services
Virginia
-$72 -1 Closed
KFAS
198
Keating Financial Advisory Services
Kansas
-$72 -1 Closed
Walleye Capital
199
Walleye Capital
New York
-$72 -1 Closed