561 hedge funds and large institutions have $9.57B invested in Roku in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less call options, than puts

Call options by funds: $642M | Put options by funds: $1.05B

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$642M
Puts
$1.05B
Net Calls
Net Calls Change

Top Buyers

1 +$80.7M
2 +$73.1M
3 +$71.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$69.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$68.5M

Top Sellers

1 -$175M
2 -$108M
3 -$99.4M
4
UBS Group
UBS Group
Switzerland
-$47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
351
Synergy Financial Group
California
$278K
SF
352
Summit Financial
New Jersey
$272K
4WM
353
49 Wealth Management
Texas
$271K
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$270K
GSEP
355
Golden State Equity Partners
California
$269K
CSI
356
Cross Staff Investments
New York
$264K
HI
357
Harbour Investments
Wisconsin
$262K
AWA
358
Aaron Wealth Advisors
Illinois
$259K
UCFA
359
United Capital Financial Advisors
Texas
$259K
PWM
360
Palumbo Wealth Management
New York
$257K
FPAS
361
Focus Partners Advisor Solutions
Missouri
$256K
CCIA
362
Campbell & Co Investment Adviser
Maryland
$256K
MIM
363
MetLife Investment Management
New Jersey
$256K
IC
364
Inscription Capital
Texas
$255K
CFM
365
Catalyst Funds Management
Australia
$255K
FFM
366
Forum Financial Management
Illinois
$255K
SC
367
Syon Capital
California
$250K
EI
368
Ethic Inc
New York
$248K
AWA
369
Arete Wealth Advisors
Illinois
$245K
KCP
370
Kera Capital Partners
California
$245K
GA
371
Goldstein Advisors
Wisconsin
$239K
TIAM2
372
Tru Independence Asset Management 2
Oregon
$235K
Asset Management One
373
Asset Management One
Japan
$234K
CWM
374
Cornerstone Wealth Management
Missouri
$231K
DS
375
DRW Securities
Illinois
$227K