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691 hedge funds and large institutions have $10.7B invested in Roku in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 264 increasing their positions, 203 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 capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.38B)

11% less call options, than puts

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

Holders
691
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
PCP
401
Perbak Capital Partners
United Kingdom
$342K
ACP
402
Aviance Capital Partners
Florida
$341K
MCM
403
MAI Capital Management
Ohio
$340K
CWWM
404
Clear Wave Wealth Management
New Jersey
$335K
US Bancorp
405
US Bancorp
Minnesota
$334K
NAM
406
NorthCrest Asset Manangement
Minnesota
$327K
HWM
407
HB Wealth Management
Georgia
$326K
EWA
408
EP Wealth Advisors
California
$325K
SWP
409
Stratos Wealth Partners
Ohio
$324K
GIA
410
Gateway Investment Advisers
Ohio
$321K
LTAS
411
Linden Thomas Advisory Services
North Carolina
$317K
N
412
Natixis
France
$309K
AF
413
Allworth Financial
California
$304K
CAG
414
Crestwood Advisors Group
Massachusetts
$303K
AT
415
American Trust
Kentucky
$302K
JWCA
416
J.W. Cole Advisors
Florida
$297K
CCS
417
Concentric Capital Strategies
Connecticut
$288K
CSI
418
Cross Staff Investments
New York
$284K
SWM
419
Sherman Wealth Management
Maryland
$284K
HI
420
Harbour Investments
Wisconsin
$280K
SFG
421
Synergy Financial Group
California
$278K
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$278K
Loomis, Sayles & Company
423
Loomis, Sayles & Company
Massachusetts
$276K
MIM
424
MetLife Investment Management
New Jersey
$271K
GA
425
Goldstein Advisors
Wisconsin
$270K