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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
TC
201
TwinBeech Capital
New York
-$1.19M -9,281 Closed
YIH
202
Y-Intercept (HK)
Hong Kong
-$777K -6,070 Closed
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
-$662K -5,170 Closed
Prudential Financial
204
Prudential Financial
New Jersey
-$635K -4,965 Closed
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
-$558K -4,363 Closed
BAM
206
Blueshift Asset Management
New Jersey
-$441K -3,449 Closed
Point72 Asset Management
207
Point72 Asset Management
Connecticut
-$427K -3,339 Closed
HighTower Advisors
208
HighTower Advisors
Illinois
-$414K -3,237 Closed
VOYA Investment Management
209
VOYA Investment Management
Georgia
-$374K -2,919 Closed
CSS
210
Cubist Systematic Strategies
Connecticut
-$296K -2,826 Closed
SSA
211
Schonfeld Strategic Advisors
New York
-$360K -2,813 Closed
GCM
212
Graham Capital Management
Connecticut
-$347K -2,715 Closed
BCM
213
Bayesian Capital Management
New York
-$341K -2,666 Closed
GAM
214
Gotham Asset Management
New York
-$329K -2,569 Closed
M1FG
215
Mach-1 Financial Group
Arkansas
-$320K -2,499 Closed
WG
216
Winton Group
United Kingdom
-$316K -2,473 Closed
AI
217
Atom Investors
Texas
-$306K -2,389 Closed
Fuller & Thaler Asset Management
218
Fuller & Thaler Asset Management
California
-$303K -2,370 Closed
OFS
219
OneAscent Financial Services
Alabama
-$284K -2,268 Closed
HT
220
Headlands Technologies
Illinois
-$282K -2,203 Closed
ProShare Advisors
221
ProShare Advisors
Maryland
-$279K -2,184 Closed
EWM
222
Evercore Wealth Management
New York
-$274K -2,145 Closed
IQI
223
Integrated Quantitative Investments
Washington
-$270K -2,111 Closed
MFG
224
MidWestOne Financial Group
Iowa
-$242K -1,890 Closed
LPL Financial
225
LPL Financial
California
-$240K -1,876 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.