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557 hedge funds and large institutions have $8B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 168 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

3% more funds holding

Funds holding: 539557 (+18)

4% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 168

0% more capital invested

Capital invested by funds: $7.96B → $8B (+$36.9M)

0.3% more ownership

Funds ownership: 83.79%84.09% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less call options, than puts

Call options by funds: $917M | Put options by funds: $974M

Holders
557
Holders Change
+18
Holders Change %
+3.34%
% of All Funds
7.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
102
Increased
174
Reduced
168
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
226
Oak Thistle LLC
New York
$823K +$839K +11,074 New
SAM
227
Storebrand Asset Management
Norway
$822K -$27.7K -366 -3%
TFS
228
Thoroughbred Financial Services
Tennessee
$815K -$7.58K -100 -0.9%
AWM
229
Axxcess Wealth Management
California
$810K -$408K -5,384 -33%
Credit Agricole
230
Credit Agricole
France
$783K -$93.1K -1,229 -10%
SG
231
StoneX Group
New York
$772K +$787K +10,385 New
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$768K
MML Investors Services
233
MML Investors Services
Massachusetts
$767K -$20.6K -272 -3%
AIM
234
Achmea Investment Management
Netherlands
$756K +$458K +6,042 +146%
MFS
235
Monetta Financial Services
Illinois
$743K
TAM
236
Titleist Asset Management
Texas
$732K -$70.3K -927 -9%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$717K -$17.6K -232 -2%
CMF
238
Counterpoint Mutual Funds
California
$697K +$710K +9,371 New
VanEck Associates
239
VanEck Associates
New York
$675K +$688K +9,079 New
Vontobel Holding
240
Vontobel Holding
Switzerland
$665K -$4.14M -54,685 -86%
SPC
241
Sigma Planning Corp
Michigan
$664K +$51.5K +679 +8%
QWM
242
Quadcap Wealth Management
Texas
$664K -$52.9K -698 -7%
JSAM
243
J. Safra Asset Management
New York
$663K +$318K +4,193 +90%
FF
244
Fluent Financial
Texas
$660K +$673K +8,882 New
Wellington Management Group
245
Wellington Management Group
Massachusetts
$660K -$18.8K -248 -3%
MFG
246
Merit Financial Group
Georgia
$641K +$379 +5 +0.1%
AWS
247
Atria Wealth Solutions
New York
$632K -$275K -3,628 -30%
FGA
248
Fortis Group Advisors
New Jersey
$602K -$39.9K -527 -6%
Nordea Investment Management
249
Nordea Investment Management
Sweden
$589K
CCIA
250
Campbell & Co Investment Adviser
Maryland
$579K +$590K +7,786 New

ROKU Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2024, worth a combined $8B — up 0.46% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ROKU positions and 76 closed out — a net gain of 26 holders — while 174 added to existing stakes and 168 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $350M. The largest seller was Balyasny Asset Management, cutting an estimated $148M.

  • 557 institutional investors held Roku (ROKU) as of Q4 2024, up from 539 in Q3 2024.
  • Funds reported $8B of Roku stock for Q4 2024, up 0.46% quarter-over-quarter.
  • 102 funds opened new Roku positions in Q4 2024 and 76 closed out, a net change of +26 holders.
  • The largest Roku buyer in Q4 2024 was Fidelity Investments, an estimated $350M added.
  • The largest Roku seller in Q4 2024 was Balyasny Asset Management, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2024.