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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
RMC
1
Ribbit Management Company
California
$110M
BlackRock
2
BlackRock
New York
$82.6M +$18.7M +178,123 +24%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$78.1M +$6.6M +62,975 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$64.9M +$15.6M +149,064 +26%
Capital Research Global Investors
5
Capital Research Global Investors
California
$44.5M
Renaissance Technologies
6
Renaissance Technologies
New York
$29.9M -$7.62M -72,699 -18%
American Century Companies
7
American Century Companies
Missouri
$27.3M -$5.47M -52,171 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$26.7M +$6.71M +64,014 +27%
GP
9
Galileo PTC
British Virgin Islands
$22.6M
State Street
10
State Street
Massachusetts
$22M +$4.08M +38,970 +19%
UBS Group
11
UBS Group
Switzerland
$20.5M +$18.9M +180,289 +372%
Morgan Stanley
12
Morgan Stanley
New York
$20.2M +$2.08M +19,860 +10%
Invesco
13
Invesco
Georgia
$19.3M -$529K -5,050 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$15.3M +$16.1M +153,256 +847%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$15.1M +$5.13M +48,970 +41%
TC
16
Tairen Capital
Hong Kong
$14.4M -$202K -1,926 -1%
DIG
17
Dragoneer Investment Group
California
$13.8M
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$9.88M +$10.6M +101,298 +1,118%
Charles Schwab
19
Charles Schwab
California
$9.79M +$8.19M +78,112 +250%
Citadel Advisors
20
Citadel Advisors
Florida
$9.57M +$1.77M +16,919 +19%
Northern Trust
21
Northern Trust
Illinois
$9.57M +$1.64M +15,623 +17%
Bank of America
22
Bank of America
North Carolina
$8.35M +$6.35M +60,579 +185%
PIP
23
Palisades Investment Partners
California
$7.31M +$8.56M +81,716 New
LCM
24
Landscape Capital Management
New Jersey
$6.58M
Goldman Sachs
25
Goldman Sachs
New York
$6.56M -$1.48M -14,143 -16%

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.