180 hedge funds and large institutions have $848M invested in Root in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $1.21B → $848M (-$359M)

39% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 57

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$56.8M
Puts
$54.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$537
VFM
177
Vision Financial Markets
Connecticut
$448
EWA
178
EverSource Wealth Advisors
Alabama
$269
Comerica Bank
179
Comerica Bank
Texas
$239
LFG
180
Larson Financial Group
Missouri
$179
SAM
181
Smartleaf Asset Management
Massachusetts
$91
Ensign Peak Advisors
182
Ensign Peak Advisors
Utah
DCM
183
Driehaus Capital Management
Illinois
MM
184
Monolith Management
Hong Kong
Connor, Clark & Lunn Investment Management (CC&L)
185
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Norges Bank
186
Norges Bank
Norway
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
DCM
189
Discovery Capital Management
Connecticut
EGI
190
EAM Global Investors
California
GEH
191
General Equity Holdings
New York
EI
192
EAM Investors
California
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
Capital Fund Management (CFM)
194
Capital Fund Management (CFM)
France
FRM
195
Fox Run Management
Connecticut
JCIA
196
Jackson Creek Investment Advisors
Colorado
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
VA
198
Valmark Advisers
Ohio
LCGC
199
Legacy Capital Group California
California
TC
200
TwinBeech Capital
New York