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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
TIAM2
351
Tru Independence Asset Management 2
Oregon
$211K
PIA
352
Prakash Investment Advisors
Massachusetts
$208K +$212K +2,800 New
VI
353
Vestcor Inc
New Brunswick, Canada
$207K
MA
354
Mutual Advisors
Nebraska
$207K +$209K +2,753 New
EF
355
Empowered Funds
Pennsylvania
$206K -$185K -2,443 -47%
AWA
356
Arete Wealth Advisors
Illinois
$206K +$211K +2,785 New
CWM
357
Cornerstone Wealth Management
Missouri
$203K -$8.34K -110 -4%
OC
358
Oppenheimer & Co
New York
$201K +$205K +2,706 New
GRP
359
Global Retirement Partners
California
$172K +$150K +1,977 +592%
SHF
360
Safe Harbor Fiduciary
Florida
$144K -$27.3K -360 -16%
FDCDDQ
361
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K -$33.9K -447 -20%
TRCT
362
Tower Research Capital (TRC)
New York
$130K -$903K -11,915 -87%
Optiver Holding
363
Optiver Holding
Netherlands
$125K +$107K +1,409 +505%
NRG
364
Nemes Rush Group
Michigan
$123K -$9.85K -130 -7%
PPA
365
Pilgrim Partners Asia
Singapore
$122K +$125K +1,645 New
BCMLT
366
Beacon Capital Management LLC (Tennessee)
Tennessee
$121K -$31K -409 -20%
CA
367
Clearstead Advisors
Ohio
$115K -$63.2K -834 -35%
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$112K
Bessemer Group
369
Bessemer Group
New Jersey
$109K -$1.14K -15 -1%
VWM
370
Venturi Wealth Management
Texas
$104K +$30.8K +406 +41%
QC
371
Quent Capital
New York
$103K +$834 +11 +0.8%
GSIAS
372
Garden State Investment Advisory Services
New Jersey
$97.5K +$99.4K +1,312 New
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$94.4K -$1.36K -18 -1%
QL
374
Quarry LP
New York
$93.9K +$79K +1,042 +471%
BIG
375
Brooklyn Investment Group
New York
$93.1K -$1.52K -20 -2%

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.