Robinhood Markets (HOOD)
Robinhood (HOOD) is rolling out short selling to mobile users, a notable shift that lets retail traders borrow shares to profit from declines directly in the app. The feature broadens Robinhood’s product set beyond long equity and options exposure, and could increase engagement from more active or directional traders who previously lacked an easy mobile short-selling option.
The rollout may lift trading volumes and related revenue streams, but it also brings the potential for greater intraday volatility and heightened regulatory scrutiny. Monitor metrics like short interest, borrow rates, and execution quality to gauge whether the new capability materially changes user behavior and HOOD’s market dynamics in the coming weeks.
Robinhood Markets Hedge Fund Activity
We have seen 829 institutional investors add shares of Robinhood Markets stock to their portfolio, and 533 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 18,824,923 shares (+24.9%) to their portfolio in Q3 2025, for an estimated $2,695,352,475
- STATE STREET CORP added 16,375,734 shares (+103.2%) to their portfolio in Q3 2025, for an estimated $2,344,677,594
- BLACKROCK, INC. added 16,213,055 shares (+37.5%) to their portfolio in Q3 2025, for an estimated $2,321,385,214
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 10,110,525 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $1,447,624,969
- RENAISSANCE TECHNOLOGIES LLC removed 9,513,384 shares (-82.6%) from their portfolio in Q3 2025, for an estimated $1,362,126,321
- GEODE CAPITAL MANAGEMENT, LLC added 7,638,484 shares (+58.0%) to their portfolio in Q3 2025, for an estimated $1,093,678,139
- FMR LLC removed 7,579,476 shares (-19.5%) from their portfolio in Q3 2025, for an estimated $1,085,229,373
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Robinhood Markets Insider Trading Activity
Robinhood Markets insiders have traded $HOOD stock on the open market 97 times in the past 6 months. Of those trades, 1 have been purchases and 96 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by insiders over the last 6 months:
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 15 sales selling 5,525,932 shares for an estimated $629,647,775.
- BAIJU BHATT has made 0 purchases and 15 sales selling 5,418,967 shares for an estimated $580,793,343.
- MEYER MALKA has made 0 purchases and 3 sales selling 1,173,808 shares for an estimated $121,937,352.
- JASON WARNICK (Chief Financial Officer) has made 0 purchases and 8 sales selling 950,000 shares for an estimated $97,619,452.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 17 sales selling 375,000 shares for an estimated $39,117,937.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 12 sales selling 345,738 shares for an estimated $32,262,105.
- JONATHAN RUBINSTEIN has made 0 purchases and 4 sales selling 42,430 shares for an estimated $5,611,794.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 22 sales selling 46,914 shares for an estimated $5,089,841.
- CHRISTOPHER D PAYNE purchased 26,500 shares for an estimated $1,965,995
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Robinhood Markets Congressional Stock Trading
Members of Congress have traded $HOOD stock 5 times in the past 6 months. Of those trades, 5 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 2 purchases worth up to $65,000 on 10/08, 09/05 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 07/21, 07/17 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 07/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Robinhood Markets Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 13 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 11/07/2025
- Mizuho issued a "Outperform" rating on 11/06/2025
- CICC issued a "Outperform" rating on 10/27/2025
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- B of A Securities issued a "Buy" rating on 10/02/2025
- Goldman Sachs issued a "Buy" rating on 09/30/2025
- Needham issued a "Buy" rating on 09/30/2025
To track analyst ratings and price targets for Robinhood Markets, check out Quiver Quantitative's $HOOD forecast page.
Robinhood Markets Price Targets
Multiple analysts have issued price targets for $HOOD recently. We have seen 18 analysts offer price targets for $HOOD in the last 6 months, with a median target of $149.0.
Here are some recent targets:
- Devin Ryan from Citizens set a target price of $180.0 on 11/07/2025
- Dan Dolev from Mizuho set a target price of $172.0 on 11/06/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $155.0 on 11/06/2025
- Benjamin Budish from Barclays set a target price of $168.0 on 11/06/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $135.0 on 11/06/2025
- Alex Markgraff from Keybanc set a target price of $155.0 on 10/31/2025
- An analyst from CICC set a target price of $155.0 on 10/27/2025
