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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
GIP
276
Greatmark Investment Partners
Georgia
$409K
LWA
277
Ledgewood Wealth Advisors
New Hampshire
$404K
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$400K
Truist Financial
279
Truist Financial
North Carolina
$394K -$56.3K -743 -12%
Prudential Financial
280
Prudential Financial
New Jersey
$392K -$1.21M -15,997 -74%
QIM
281
Quantitative Investment Management
Virginia
$390K +$398K +5,252 New
Wealthfront Advisers
282
Wealthfront Advisers
California
$384K +$18.7K +247 +5%
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$384K +$303 +4 +0.1%
SW
284
SVB Wealth
Massachusetts
$381K +$389K +5,129 New
CNWM
285
Clay Northam Wealth Management
California
$375K -$60.4K -797 -14%
TVM
286
True Vision MN
Minnesota
$374K +$1.06K +14 +0.3%
SAM
287
S.A. Mason
Michigan
$365K +$372K +4,908 New
CC
288
Corton Capital
Ontario, Canada
$363K +$28.2K +372 +8%
AAM
289
Azzad Asset Management
Virginia
$361K -$45.7K -603 -11%
BNP Paribas Asset Management
290
BNP Paribas Asset Management
France
$361K -$770K -10,164 -68%
P
291
&Partners
Tennessee
$360K +$5.83K +77 +2%
VA
292
Vident Advisory
Georgia
$360K -$203K -2,684 -36%
US Bancorp
293
US Bancorp
Minnesota
$358K +$131K +1,723 +56%
LGF
294
LGT Group Foundation
Liechtenstein
$353K -$267K -3,526 -43%
ECM
295
Everence Capital Management
Indiana
$350K +$357K +4,710 New
AC
296
AXQ Capital
New Jersey
$347K +$354K +4,673 New
JWM
297
Jacksonville Wealth Management
Florida
$346K +$353K +4,653 New
AAP
298
Arax Advisory Partners
Colorado
$346K +$95.3K +1,258 +37%
BIAS
299
Beacon Investment Advisory Services
New Jersey
$342K -$17.1K -225 -5%
PMAM
300
Picton Mahoney Asset Management
Ontario, Canada
$334K +$51.5K +680 +18%

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.