687 hedge funds and large institutions have $10.7B invested in Roku in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 261 increasing their positions, 202 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less call options, than puts

Call options by funds: $535M | Put options by funds: $604M

12% less capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.4B)

Holders
687
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$535M
Puts
$604M
Net Calls
Net Calls Change

Top Sellers

1 -$201M
2 -$135M
3 -$107M
4
NAMA
Nikko Asset Management Americas
New York
-$106M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
326
Krilogy Financial
Missouri
$536K
KAS
327
Kestra Advisory Services
Texas
$530K
SC
328
Syon Capital
California
$527K
OWM
329
Opes Wealth Management
California
$526K
SOW
330
State of Wyoming
Wyoming
$522K
ICP
331
Interchange Capital Partners
Pennsylvania
$522K
GIP
332
Greatmark Investment Partners
Georgia
$520K
OAM
333
Oxford Asset Management
United Kingdom
$511K
EH
334
Equitable Holdings
New York
$511K
AA
335
ALPS Advisors
Colorado
$511K
QWM
336
Quadcap Wealth Management
Texas
$511K
PNC Financial Services Group
337
PNC Financial Services Group
Pennsylvania
$507K
PP
338
Prudential plc
United Kingdom
$502K
JFG
339
Jefferies Financial Group
New York
$499K
VI
340
Vestcor Inc
New Brunswick, Canada
$498K
OF
341
Optimize Financial
California
$491K
GSEP
342
Golden State Equity Partners
California
$491K
BIG
343
Brooklyn Investment Group
New York
$487K
WA
344
Waverly Advisors
Alabama
$486K
LWA
345
Ledgewood Wealth Advisors
New Hampshire
$472K
AWM
346
Axxcess Wealth Management
California
$471K
CW
347
CreativeOne Wealth
Kansas
$467K
SPIA
348
Steward Partners Investment Advisory
New York
$465K
SFA
349
Sequoia Financial Advisors
Ohio
$465K
DO
350
denkapparat Operations
Germany
$462K