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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
Jones Financial Companies
301
Jones Financial Companies
Missouri
$333K +$105K +1,382 +45%
BC
302
Bridgefront Capital
Texas
$330K +$337K +4,444 New
CMI
303
Clare Market Investments
Texas
$324K -$154K -2,034 -32%
PI
304
PFG Investments
New York
$324K +$15.5K +204 +5%
SCM
305
Saxony Capital Management
Missouri
$322K -$22.7K -300 -6%
CIA
306
Concurrent Investment Advisors
Florida
$317K +$45.2K +597 +16%
AAS
307
Ameritas Advisory Services
Nebraska
$311K +$317K +4,187 New
DO
308
denkapparat Operations
Germany
$310K +$316K +4,174 New
CL
309
Choreo LLC
Illinois
$303K -$45.9K -606 -13%
CIEC
310
Crédit Industriel et Commercial
France
$301K +$306K +4,044 New
EI
311
Ethic Inc
New York
$295K -$80.1K -1,057 -21%
CF
312
Centaurus Financial
California
$295K +$3.79K +50 +1%
SFA
313
Sequoia Financial Advisors
Ohio
$293K -$59.1K -780 -17%
IAM
314
Impact Asset Management
$291K
OKSA
315
O'Keefe Stevens Advisory
New York
$289K +$83.5K +1,102 +39%
Aberdeen Group
316
Aberdeen Group
United Kingdom
$289K +$31.6K +417 +12%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$287K +$14.5K +191 +5%
CAM
318
Cresset Asset Management
Illinois
$286K -$2.67M -35,262 -90%
AP
319
Antipodes Partners
Australia
$283K +$138K +1,819 +91%
WA
320
Waverly Advisors
Alabama
$280K +$21.6K +285 +8%
GA
321
Goldstein Advisors
Wisconsin
$278K
AC
322
Allstate Corporation
Illinois
$275K +$281K +3,705 New
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$272K +$277K +3,653 New
Schroder Investment Management Group
324
Schroder Investment Management Group
United Kingdom
$271K -$187K -2,471 -41%
PP
325
Prudential plc
United Kingdom
$268K

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.