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705 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 238 increasing their positions, 181 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$935M)

0.11% less ownership

Funds ownership: 85.36%85.25% (-0.11%)

40% less call options, than puts

Call options by funds: $869M | Put options by funds: $1.46B

Holders
705
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$869M
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
351
Choreo LLC
Illinois
$551K
GSC
352
Ground Swell Capital
South Carolina
$547K
SPIA
353
Steward Partners Investment Advisory
New York
$546K
SFA
354
Sequoia Financial Advisors
Ohio
$546K
KCP
355
Kera Capital Partners
California
$530K
DO
356
denkapparat Operations
Germany
$529K
Wealthfront Advisers
357
Wealthfront Advisers
California
$527K
HH
358
Hilltop Holdings
Texas
$522K
LIP
359
Lighthouse Investment Partners
Florida
$520K
EH
360
Equitable Holdings
New York
$515K
CW
361
CreativeOne Wealth
Kansas
$514K
QP
362
Quartz Partners
New York
$505K
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$493K
ACP
364
Aviance Capital Partners
Florida
$487K
FWM
365
Focused Wealth Management
New York
$482K
HP
366
Haven Private
Florida
$479K
ECM
367
Everence Capital Management
Indiana
$476K
VIM
368
Vinva Investment Management
Australia
$475K
VI
369
Vestcor Inc
New Brunswick, Canada
$470K
CIBC World Market
370
CIBC World Market
Ontario, Canada
$455K
JWM
371
Jacksonville Wealth Management
Florida
$455K
QCM
372
QRG Capital Management
Illinois
$453K
SI
373
Stonekeep Investments
New Mexico
$452K
GIA
374
Gladstone Institutional Advisory
Florida
$442K
Capstone Investment Advisors
375
Capstone Investment Advisors
New York
$439K