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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
LFG
201
Larson Financial Group
Missouri
$256 +$271 +2 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$128
WOC
203
West Oak Capital
California
$128
FFA
204
Farther Finance Advisors
California
$128 +$135 +1 New
Jane Street
205
Jane Street
New York
-$14.5M -107,200 Closed
SCM
206
SVB Capital Management
California
-$7.74M -58,000 Closed
QOP
207
Quinn Opportunity Partners
Virginia
-$5.36M -40,165 Closed
PCM
208
Penserra Capital Management
California
-$2.01M -15,071 Closed
Arrowstreet Capital
209
Arrowstreet Capital
Massachusetts
-$1.46M -10,922 Closed
VF
210
Virtu Financial
New York
-$1.23M -9,203 Closed
JFG
211
Jefferies Financial Group
New York
-$1.14M -8,534 Closed
HF
212
HRT Financial
New York
-$938K -7,034 Closed
CF
213
Corebridge Financial
Texas
-$564K -4,230 Closed
FC
214
FORA Capital
Florida
-$558K -4,180 Closed
BPC
215
Bryce Point Capital
New York
-$669K -3,886 Closed
SPA
216
Sherbrooke Park Advisers
New York
-$421K -3,153 Closed
CIAM
217
Caitong International Asset Management
Hong Kong
-$276K -2,069 Closed
CWM
218
CIBC World Markets
New York
-$256K -1,916 Closed
BC
219
Bridgefront Capital
Texas
-$233K -1,747 Closed
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
-$225K -1,688 Closed
Ameriprise
221
Ameriprise
Minnesota
-$210K -1,575 Closed
FL
222
FreeGulliver LLC
Louisiana
-$200K -1,500 Closed
PEAK6
223
PEAK6
Illinois
-$198K -1,465 Closed
Twin Tree Management
224
Twin Tree Management
Texas
-$37.1K -278 Closed
SW
225
SVB Wealth
Massachusetts
-$20.7K -155 Closed

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.