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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
IMCOOI
326
Investment Management Corp of Ontario (IMCO)
Canada
$265K -$53K -700 -16%
HI
327
Harbour Investments
Wisconsin
$262K +$2.35K +31 +0.9%
SI
328
Stonekeep Investments
New Mexico
$261K +$266K +3,506 New
SG Americas Securities
329
SG Americas Securities
New York
$259K -$1.66M -21,928 -86%
SW
330
SteelPeak Wealth
California
$258K +$263K +3,471 New
SW
331
SkyOak Wealth
Michigan
$257K
AWA
332
Arkadios Wealth Advisors
Georgia
$254K -$111K -1,459 -30%
Allspring Global Investments
333
Allspring Global Investments
North Carolina
$253K +$89.9K +1,186 +54%
BMSSC
334
B. Metzler seel. Sohn & Co
Germany
$252K
SA
335
Sanctuary Advisors
Indiana
$251K +$223K +2,938 New
BFM
336
Boothbay Fund Management
New York
$251K +$255K +3,370 New
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$249K -$6.82K -90 -3%
GSEP
338
Golden State Equity Partners
California
$248K +$253K +3,334 New
FHA
339
First Horizon Advisors
Tennessee
$247K -$8.87K -117 -3%
DFCM
340
Dark Forest Capital Management
Puerto Rico
$247K -$28.4K -375 -10%
EH
341
Equitable Holdings
New York
$242K +$5.83K +77 +2%
QCM
342
QRG Capital Management
Illinois
$232K +$19.3K +254 +9%
PIM
343
Plato Investment Management
Australia
$227K
MIM
344
MetLife Investment Management
New Jersey
$227K -$1.52K -20 -0.7%
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$224K +$25.6K +338 +13%
CSI
346
Cross Staff Investments
New York
$223K
WS
347
Wedbush Securities
California
$222K -$42.4K -560 -16%
SFG
348
Synergy Financial Group
California
$220K +$224K +2,958 New
IA
349
IFP Advisors
Florida
$220K +$36.1K +476 +19%
SOW
350
State of Wyoming
Wyoming
$217K +$221K +2,918 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.