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Root
ROOT

Overview Fund Activity

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
+27
Holders Change %
+15.34%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
59
Increased
84
Reduced
38
Closed
31
Calls
$160M
Puts
$114M
Net Calls
+$46.2M
Net Calls Change
+$22.2M

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$33.8M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$104M
3
Capital Research Global Investors
Capital Research Global Investors
California
$63.5M
4
American Century Companies
American Century Companies
Missouri
$45.7M
5
Morgan Stanley
Morgan Stanley
New York
$26.3M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
Jane Street
New York
$0
3
UBS Group
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
Citadel Advisors
Florida
$11.5M
5
SCM
SVB Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
176
Optiver Holding
Netherlands
$10.1K +$1.79K +14 +22%
BNP Paribas Asset Management
177
BNP Paribas Asset Management
France
$10K +$10K +79 New
AAS
178
Ameritas Advisory Services
Nebraska
$8.32K +$8.32K +65 New
Walleye Capital
179
Walleye Capital
New York
$7.29K -$111K -871 -94%
US Bancorp
180
US Bancorp
Minnesota
$6.53K +$4.86K +38 +292%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$5.77K +$3.33K +26 +137%
OP
182
ORG Partners
Indiana
$4.76K +$4.76K +38 New
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$3.97K -$1.79K -14 -31%
IA
184
IFP Advisors
Florida
$3.46K -$133 – –
SCM
185
Sterling Capital Management
North Carolina
$3.33K +$2.18K +17 +189%
SIS
186
Strategic Investment Solutions
Illinois
$3.2K +$3.2K +25 New
RIL
187
Rothschild Investment LLC
Illinois
$1.92K +$640 +5 +50%
CAM
188
Creekmur Asset Management
Illinois
$1.66K +$640 +5 +63%
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$1.41K – – –
AF
190
Allworth Financial
California
$1.41K +$1.02K +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 +$1.02K +8 New
Bessemer Group
194
Bessemer Group
New Jersey
$1K – – –
PS
195
Principal Securities
Iowa
$896 +$896 +7 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$768 – – –
VFM
197
Vision Financial Markets
Connecticut
$640 – – –
GM
198
GeoWealth Management
Illinois
$640 +$384 +3 +150%
Comerica Bank
199
Comerica Bank
Texas
$578 +$578 +5 New
EWA
200
EverSource Wealth Advisors
Alabama
$512 +$128 +1 +33%
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