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Root
ROOT

Overview Fund Activity

200 hedge funds and large institutions have $1.2B invested in Root in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 31 closing their positions.

Holders
200
Holders Change
+24
Holders Change %
+13.64%
% of All Funds
2.69%
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
84
Reduced
37
Closed
31
Calls
$114M
Puts
$88M
Net Calls
+$26M
Net Calls Change
+$1.91M

Top Buyers

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

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$7.7M
2
Jane Street
2
Jane Street
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$6.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.5M
5
SCM
5
SVB Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
201
Farther Finance Advisors
California
$128 1 +1 New
Jane Street
202
Jane Street
New York
– – -107,200 Closed
SCM
203
SVB Capital Management
California
– – -58,000 Closed
QOP
204
Quinn Opportunity Partners
Virginia
– – -40,165 Closed
PCM
205
Penserra Capital Management
California
– – -15,071 Closed
Arrowstreet Capital
206
Arrowstreet Capital
Massachusetts
– – -10,922 Closed
VF
207
Virtu Financial
New York
– – -9,203 Closed
JFG
208
Jefferies Financial Group
New York
– – -8,534 Closed
HF
209
HRT Financial
New York
– – -7,034 Closed
CF
210
Corebridge Financial
Texas
– – -4,230 Closed
FC
211
FORA Capital
Florida
– – -4,180 Closed
BPC
212
Bryce Point Capital
New York
– – -3,886 Closed
SPA
213
Sherbrooke Park Advisers
New York
– – -3,153 Closed
CIAM
214
Caitong International Asset Management
Hong Kong
– – -2,069 Closed
CWM
215
CIBC World Markets
New York
– – -1,916 Closed
BC
216
Bridgefront Capital
Texas
– – -1,747 Closed
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
– – -1,688 Closed
Ameriprise
218
Ameriprise
Minnesota
– – -1,575 Closed
FL
219
FreeGulliver LLC
Louisiana
– – -1,500 Closed
PEAK6
220
PEAK6
Illinois
– – -1,465 Closed
Twin Tree Management
221
Twin Tree Management
Texas
– – -278 Closed
SW
222
SVB Wealth
Massachusetts
– – -155 Closed
TCPG
223
Trivant Custom Portfolio Group
California
– – -100 Closed
AF
224
Abound Financial
California
– – -68 Closed
CCM
225
Coldstream Capital Management
Washington
– – -57 Closed
6 7 8
9
10