Root
ROOT
177 hedge funds and large institutions have $1.05B invested in Root in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 23 closing their positions.
213% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 23
97% more capital invested
Capital invested by funds: $535M → $1.05B (+$519M)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
37% more funds holding
Funds holding: 129 → 177 (+48)
28% more call options, than puts
Call options by funds: $111M | Put options by funds: $87.4M
1.61% more ownership
Funds ownership: 68.92% → 70.53% (+1.6%)
29% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$42.3M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$31.1M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$28.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$26.4M |
| 5 |
Renaissance Technologies
New York
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SVB Capital Management
Menlo Park,
California
|
-$83.1M |
| 2 |
D.E. Shaw & Co
New York
|
-$12.7M |
| 3 |
GC
GMT Capital
Atlanta,
Georgia
|
-$10.8M |
| 4 |
Morgan Stanley
New York
|
-$10.1M |
| 5 |
JP Morgan Chase
New York
|
-$8.3M |
ROOT Hedge Fund Activity: Q1 2025 in Review
177 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Root (ROOT) for Q1 2025, worth a combined $1.05B — up 97% from $535M a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new ROOT positions and 23 closed out — a net gain of 49 holders — while 34 added to existing stakes and 48 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $42.3M. The largest seller was SVB Capital Management, cutting an estimated $83.1M.
- 177 institutional investors held Root (ROOT) as of Q1 2025, up from 129 in Q4 2024.
- Funds reported $1.05B of Root stock for Q1 2025, up 97% quarter-over-quarter.
- 72 funds opened new Root positions in Q1 2025 and 23 closed out, a net change of +49 holders.
- The largest Root buyer in Q1 2025 was Capital Research Global Investors, an estimated $42.3M added.
- The largest Root seller in Q1 2025 was SVB Capital Management, an estimated $83.1M sold.
Based on aggregated 13F filings for Q1 2025.