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, 85 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$154M)

7.53% more ownership

Funds ownership: 70.49%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

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 +$35.8M
2 +$17.5M
3 +$17.3M
4
American Century Companies
American Century Companies
Missouri
+$17.1M
5
Morgan Stanley
Morgan Stanley
New York
+$14.7M

Top Sellers

1 -$19.1M
2 -$14.5M
3 -$13.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
5
SCM
SVB Capital Management
California
-$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$10.1K
177
$10K
178
$8.32K
179
$7.29K
180
$6.53K
181
$5.77K
182
$4.76K
183
$3.97K
184
$3.46K
185
$3.33K
186
$3.2K
187
$1.92K
188
$1.66K
189
$1.41K
190
$1.41K
191
$1.28K
192
$1.28K
193
$1.02K
194
$1K
195
$896
196
$768
197
$640
198
$640
199
$578
200
$512