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177 hedge funds and large institutions have $1.05B invested in Root in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

97% more capital invested

Capital invested by funds: $535M → $1.05B (+$519M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more funds holding

Funds holding: 129177 (+48)

28% more call options, than puts

Call options by funds: $111M | Put options by funds: $87.4M

1.61% more ownership

Funds ownership: 68.92%70.53% (+1.6%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
177
Holders Change
+48
Holders Change %
+37.21%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
72
Increased
34
Reduced
48
Closed
23
Calls
$111M
Puts
$87.4M
Net Calls
+$24M
Net Calls Change
+$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$133 -$11.9K -104 Closed
WOC
177
West Oak Capital
California
$133 +$11.5K +100 New
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$108 +$115 +1 New
GC
179
GMT Capital
Georgia
-$10.8M -149,316 Closed
LCM
180
Lakewood Capital Management
New York
-$6.84M -94,200 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$6.82M -94,000 Closed
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
-$2.78M -38,267 Closed
WP
183
WMS Partners
Maryland
-$1.54M -21,257 Closed
IMC Chicago
184
IMC Chicago
Illinois
-$1.27M -11,128 Closed
Simplex Trading
185
Simplex Trading
Illinois
-$1.22M -10,654 Closed
Two Sigma Investments
186
Two Sigma Investments
New York
-$620K -8,535 Closed
CMF
187
Counterpoint Mutual Funds
California
-$398K -5,485 Closed
CCM
188
Corsair Capital Management
New York
-$363K -5,000 Closed
CC
189
Centiva Capital
New York
-$354K -4,876 Closed
Teacher Retirement System of Texas
190
Teacher Retirement System of Texas
Texas
-$354K -4,874 Closed
CC
191
Corton Capital
Ontario, Canada
-$310K -4,277 Closed
Los Angeles Capital Management
192
Los Angeles Capital Management
California
-$309K -4,257 Closed
SOW
193
State of Wyoming
Wyoming
-$302K -4,162 Closed
YIH
194
Y-Intercept (HK)
Hong Kong
-$255K -3,517 Closed
RFA
195
Rollins Financial Advisors
New York
-$230K -3,171 Closed
WB
196
WesBanco Bank
West Virginia
-$218K -3,000 Closed
Belvedere Trading
197
Belvedere Trading
Illinois
-$202K -2,783 Closed
SO
198
STRS Ohio
Ohio
-$167K -2,300 Closed
ACM
199
Aquatic Capital Management
Illinois
-$112K -1,537 Closed
Acadian Asset Management
200
Acadian Asset Management
Massachusetts
-$45K -620 Closed