548 hedge funds and large institutions have $7.98B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 170 increasing their positions, 166 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+16
Holders Change %
+3.01%
% of All Funds
7.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
100
Increased
170
Reduced
166
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SGAM
251
Smith Group Asset Management
Texas
$535K -$9.66K -130 -2%
AWM
252
Avior Wealth Management
Nebraska
$534K +$56.6K +762 +12%
AB
253
Amalgamated Bank
New York
$516K
KIM
254
Kestra Investment Management
Texas
$515K +$187K +2,517 +57%
NA
255
NewEdge Advisors
Louisiana
$508K -$175K -2,356 -26%
SCM
256
Sterling Capital Management
North Carolina
$496K +$166K +2,232 +50%
AWM
257
Apollon Wealth Management
South Carolina
$472K +$49.4K +665 +12%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$463K +$30.2K +407 +7%
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$463K +$76.1K +1,024 +20%
Nomura Holdings
260
Nomura Holdings
Japan
$451K -$6.15M -82,772 -93%
QOP
261
Quinn Opportunity Partners
Virginia
$446K
FWM
262
Focused Wealth Management
New York
$438K +$2.23K +30 +0.5%
CWM
263
CIBC World Markets
New York
$428K -$122K -1,635 -22%
KAS
264
Kestra Advisory Services
Texas
$428K +$68K +915 +19%
TMAM
265
Tokio Marine Asset Management
Japan
$420K +$76.4K +1,028 +22%
GCM
266
Greenland Capital Management
New York
$420K -$719K -9,675 -63%
Neuberger Berman Group
267
Neuberger Berman Group
New York
$411K -$15.9K -214 -4%
HCA
268
Harbor Capital Advisors
Illinois
$411K -$243K -3,272 -37%
OWM
269
Opes Wealth Management
California
$411K
GIP
270
Greatmark Investment Partners
Georgia
$409K
LWA
271
Ledgewood Wealth Advisors
New Hampshire
$404K
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$400K
Truist Financial
273
Truist Financial
North Carolina
$394K -$55.2K -743 -12%
Prudential Financial
274
Prudential Financial
New Jersey
$392K -$1.1M -15,997 -74%
QIM
275
Quantitative Investment Management
Virginia
$390K +$390K +5,252 New