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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
AWM
376
Ameliora Wealth Management
Switzerland
$92.3K +$94.1K +1,242 New
OAM
377
Ostrum Asset Management
France
$87.1K -$3.79K -50 -4%
S
378
SignatureFD
Georgia
$83.7K -$909 -12 -1%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$83.2K +$16.9K +223 +25%
CF
380
Corebridge Financial
Texas
$81.5K -$5.15K -68 -6%
HWA
381
Heritage Wealth Advisors
Virginia
$79.3K
A
382
AlphaQuest
New York
$79.2K +$80.7K +1,065 New
TFM
383
TFC Financial Management
Massachusetts
$74.3K
LS
384
Livforsakringsbolaget Skandia
Sweden
$74.3K
MCM
385
MAI Capital Management
Ohio
$72.4K +$73.8K +974 New
NFSG
386
Newbridge Financial Services Group
Florida
$71.4K -$32.8K -433 -31%
VCM
387
Versant Capital Management
Arizona
$70.7K +$7.12K +94 +11%
PA
388
Parallel Advisors
California
$66.3K -$104K -1,368 -61%
JFGIW
389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.5K +$59K +779 New
MIFH
390
Migdal Insurance & Financial Holdings
Israel
$64K
SAM
391
Shell Asset Management
Netherlands
$62K -$15.2K -201 -20%
CWM
392
Cedar Wealth Management
California
$59.5K
SAM
393
Smartleaf Asset Management
Massachusetts
$58.8K +$19K +251 +47%
N
394
Natixis
France
$52K -$160K -2,107 -75%
AF
395
Allworth Financial
California
$50.5K +$16.6K +219 +53%
MWA
396
Moser Wealth Advisors
Washington
$49.4K -$7.58K -100 -13%
MCM
397
Manchester Capital Management
Vermont
$49.2K
CIAM
398
Caitong International Asset Management
Hong Kong
$47.2K +$48.1K +635 New
FFA
399
Farther Finance Advisors
California
$46.6K +$9.17K +121 +24%
GI
400
GS Investments
Minnesota
$45.5K +$1.9K +25 +4%

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.