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203 hedge funds and large institutions have $1.21B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

41% more call options, than puts

Call options by funds: $160M | Put options by funds: $114M

15% more funds holding

Funds holding: 177203 (+26)

15% more capital invested

Capital invested by funds: $1.05B → $1.21B (+$153M)

7.49% more ownership

Funds ownership: 70.53%78.02% (+7.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
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
86
Reduced
37
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
176
Optiver Holding
Netherlands
$10.1K +$1.9K +14 +22%
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$10K +$10.7K +79 New
AAS
178
Ameritas Advisory Services
Nebraska
$8.32K +$8.8K +65 New
Walleye Capital
179
Walleye Capital
New York
$7.29K -$118K -871 -94%
US Bancorp
180
US Bancorp
Minnesota
$6.53K +$5.15K +38 +292%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$5.77K +$3.52K +26 +137%
OP
182
ORG Partners
Indiana
$4.76K +$5.15K +38 New
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$3.97K -$1.9K -14 -31%
IA
184
IFP Advisors
Florida
$3.46K
SCM
185
Sterling Capital Management
North Carolina
$3.33K +$2.3K +17 +189%
SIS
186
Strategic Investment Solutions
Illinois
$3.2K +$3.39K +25 New
RIL
187
Rothschild Investment LLC
Illinois
$1.92K +$677 +5 +50%
CAM
188
Creekmur Asset Management
Illinois
$1.66K +$677 +5 +63%
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$1.41K
AF
190
Allworth Financial
California
$1.41K +$1.08K +8 +267%
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 +$1.08K +8 New
Bessemer Group
194
Bessemer Group
New Jersey
$1K
PS
195
Principal Securities
Iowa
$896 +$948 +7 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$768
VFM
197
Vision Financial Markets
Connecticut
$640
GM
198
GeoWealth Management
Illinois
$640 +$406 +3 +150%
Comerica Bank
199
Comerica Bank
Texas
$578 +$677 +5 New
EWA
200
EverSource Wealth Advisors
Alabama
$512 +$135 +1 +33%

ROOT Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q2 2025, worth a combined $1.21B — up 15% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ROOT positions and 31 closed out — a net gain of 27 holders — while 86 added to existing stakes and 37 trimmed.

The largest buyer was Ensign Peak Advisors, opening a new position worth an estimated $35.8M. The largest seller was D.E. Shaw & Co, cutting an estimated $19.1M.

  • 203 institutional investors held Root (ROOT) as of Q2 2025, up from 177 in Q1 2025.
  • Funds reported $1.21B of Root stock for Q2 2025, up 15% quarter-over-quarter.
  • 58 funds opened new Root positions in Q2 2025 and 31 closed out, a net change of +27 holders.
  • The largest Root buyer in Q2 2025 was Ensign Peak Advisors, an estimated $35.8M added.
  • The largest Root seller in Q2 2025 was D.E. Shaw & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.