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182 hedge funds and large institutions have $849M invested in Root in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

5% more call options, than puts

Call options by funds: $56.8M | Put options by funds: $54.2M

8.42% less ownership

Funds ownership: 78.02%69.6% (-8.4%)

10% less funds holding

Funds holding: 203182 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $849M (-$359M)

37% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 57

Holders
182
Holders Change
-21
Holders Change %
-10.34%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
69
Reduced
49
Closed
57
Calls
$56.8M
Puts
$54.2M
Net Calls
+$2.64M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$627 +$734 +7 New
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$537
VFM
178
Vision Financial Markets
Connecticut
$448
EWA
179
EverSource Wealth Advisors
Alabama
$269 -$105 -1 -25%
Comerica Bank
180
Comerica Bank
Texas
$239 -$210 -2 -40%
LFG
181
Larson Financial Group
Missouri
$179
SAM
182
Smartleaf Asset Management
Massachusetts
$91 +$105 +1 New
Ensign Peak Advisors
183
Ensign Peak Advisors
Utah
-$33.8M -264,354 Closed
DCM
184
Driehaus Capital Management
Illinois
-$16.8M -130,933 Closed
MM
185
Monolith Management
Hong Kong
-$14.1M -110,405 Closed
Connor, Clark & Lunn Investment Management (CC&L)
186
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$12.5M -97,629 Closed
Norges Bank
187
Norges Bank
Norway
-$11.1M -86,577 Closed
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
-$5.99M -46,831 Closed
Tudor Investment Corp
189
Tudor Investment Corp
Connecticut
-$3.52M -33,566 Closed
DCM
190
Discovery Capital Management
Connecticut
-$3.86M -30,200 Closed
EGI
191
EAM Global Investors
California
-$2.76M -21,585 Closed
GEH
192
General Equity Holdings
New York
-$2.52M -19,700 Closed
EI
193
EAM Investors
California
-$2.32M -18,130 Closed
Parallax Volatility Advisers
194
Parallax Volatility Advisers
California
-$2.1M -16,421 Closed
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
-$1.94M -15,154 Closed
FRM
196
Fox Run Management
Connecticut
-$1.89M -14,770 Closed
JCIA
197
Jackson Creek Investment Advisors
Colorado
-$1.57M -12,299 Closed
AIMCA
198
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.5M -11,700 Closed
VA
199
Valmark Advisers
Ohio
-$1.33M -10,365 Closed
LCGC
200
Legacy Capital Group California
California
-$1.31M -10,220 Closed

ROOT Hedge Fund Activity: Q3 2025 in Review

182 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q3 2025, worth a combined $849M — down 30% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of ROOT and 36 opened new positions — a net loss of 21 holders — while 49 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $18.9M. The largest seller was Ensign Peak Advisors, exiting entirely with an estimated $33.8M sold.

  • 182 institutional investors held Root (ROOT) as of Q3 2025, down from 203 in Q2 2025.
  • Funds reported $849M of Root stock for Q3 2025, down 30% quarter-over-quarter.
  • 36 funds opened new Root positions in Q3 2025 and 57 closed out, a net change of -21 holders.
  • The largest Root buyer in Q3 2025 was UBS Group, an estimated $18.9M added.
  • The largest Root seller in Q3 2025 was Ensign Peak Advisors, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.