Root
ROOT
170 hedge funds and large institutions have $742M invested in Root in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 43 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
50% more call options, than puts
Call options by funds: $47.9M | Put options by funds: $31.9M
35% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 46
4.91% more ownership
Funds ownership: 69.6% → 74.51% (+4.9%)
7% less funds holding
Funds holding: 182 → 170 (-12)
13% less capital invested
Capital invested by funds: $849M → $742M (-$107M)
26% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$15.6M |
| 2 |
FCM
Findell Capital Management
New York
|
+$13.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$12.6M |
| 4 |
BlackRock
New York
|
+$9.9M |
| 5 |
Goldman Sachs
New York
|
+$7.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$22.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.24M |
| 4 |
Renaissance Technologies
New York
|
-$6.5M |
| 5 |
Morgan Stanley
New York
|
-$5.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$173K | -2,166 | Closed |
|
|
LSA
202
Leonteq Securities AG
Zurich,
Switzerland
| – | -$171K | -1,907 | Closed |
|
|
ASN
203
Advisory Services Network
Atlanta,
Georgia
| – | -$144K | -1,605 | Closed |
|
|
PFA
204
Pathway Financial Advisers
Auburn,
Indiana
| – | -$65.8K | -737 | Closed |
|
|
CMBA
205
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$48.8K | -545 | Closed |
|
|
QL
206
Quarry LP
New York
| – | -$20.8K | -232 | Closed |
|
|
MTC
207
Matrix Trust Company
Denver,
Colorado
| – | -$12K | -138 | Closed |
|
|
AAS
208
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$11.6K | -130 | Closed |
|
|
SIS
209
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$2.24K | -25 | Closed |
|
210
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -11 | Closed |
|
|
NEWAS
211
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$985 | -11 | Closed |
|
212
Comerica Bank
Dallas,
Texas
| – | -$239 | -3 | Closed |
|
|
EWA
213
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$269 | -3 | Closed |
|
ROOT Hedge Fund Activity: Q4 2025 in Review
170 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q4 2025, worth a combined $742M — down 13% from $849M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of ROOT and 32 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 62 added.
The largest buyer was Millennium Management, adding an estimated $15.6M. The largest seller was American Century Companies, cutting an estimated $22.5M.
- 170 institutional investors held Root (ROOT) as of Q4 2025, down from 182 in Q3 2025.
- Funds reported $742M of Root stock for Q4 2025, down 13% quarter-over-quarter.
- 32 funds opened new Root positions in Q4 2025 and 43 closed out, a net change of -11 holders.
- The largest Root buyer in Q4 2025 was Millennium Management, an estimated $15.6M added.
- The largest Root seller in Q4 2025 was American Century Companies, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2025.