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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
M&T Bank
251
M&T Bank
New York
$560K +$38.1K +503 +7%
WSFS
252
Wilmington Savings Fund Society
Delaware
$559K
STA
253
Summit Trail Advisors
New York
$558K +$208K +2,748 +58%
Mackenzie Financial
254
Mackenzie Financial
Ontario, Canada
$539K -$687K -9,071 -56%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$537K
SGAM
256
Smith Group Asset Management
Texas
$535K -$9.85K -130 -2%
SLAM
257
Swiss Life Asset Management
$534K +$545K +7,197 New
AWM
258
Avior Wealth Management
Nebraska
$534K +$57.7K +762 +12%
AB
259
Amalgamated Bank
New York
$516K
KIM
260
Kestra Investment Management
Texas
$515K +$191K +2,517 +57%
NA
261
NewEdge Advisors
Louisiana
$508K -$179K -2,356 -26%
SCM
262
Sterling Capital Management
North Carolina
$496K +$169K +2,232 +50%
AWM
263
Apollon Wealth Management
South Carolina
$472K +$50.4K +665 +12%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$463K +$30.8K +407 +7%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$463K +$77.6K +1,024 +20%
Nomura Holdings
266
Nomura Holdings
Japan
$451K -$6.27M -82,772 -93%
QOP
267
Quinn Opportunity Partners
Virginia
$446K
FWM
268
Focused Wealth Management
New York
$438K +$2.27K +30 +0.5%
CWM
269
CIBC World Markets
New York
$428K -$124K -1,635 -22%
KAS
270
Kestra Advisory Services
Texas
$428K +$69.3K +915 +19%
TMAM
271
Tokio Marine Asset Management
Japan
$420K +$77.9K +1,028 +22%
GCM
272
Greenland Capital Management
New York
$420K -$733K -9,675 -63%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$411K -$16.2K -214 -4%
HCA
274
Harbor Capital Advisors
Illinois
$411K -$248K -3,272 -37%
OWM
275
Opes Wealth Management
California
$411K

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.