528 hedge funds and large institutions have $6.14B invested in Roku in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-40
Holders Change %
-7.04%
% of All Funds
7.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
63
Increased
162
Reduced
194
Closed
93
Calls
$629M
Puts
$618M
Net Calls
+$11.8M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
CarsonAllaria Wealth Management
Illinois
$15.8K +$1.92K +32 +14%
LC
402
Lindbrook Capital
California
$15.4K -$659 -11 -4%
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$15K
PCMC
404
Planning Capital Management Corporation
Pennsylvania
$14.4K
SSB
405
Sandy Spring Bank
Maryland
$14.1K
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$14K -$1.03K -17 -7%
TSMHT
407
Thurston Springer Miller Herd & Titak
Indiana
$14K +$14K +233 New
FCM
408
Firsthand Capital Management
California
$13.6K -$2.91M -74,650 -100%
PS
409
Principal Securities
Iowa
$13K -$1.08K -18 -8%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$12.6K +$12.6K +211 New
PA
411
PSI Advisors
Florida
$12K -$12K -200 -50%
NA
412
Nordwand Advisors
Pennsylvania
$12K
HNB
413
Hilltop National Bank
Wyoming
$12K
RFG
414
RFP Financial Group
Georgia
$12K
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$12K
TFGT
416
TS Financial Group (TSFG)
Illinois
$10K
TSWM
417
Tyler-Stone Wealth Management
Ohio
$9.77K
SIC
418
SJS Investment Consulting
Ohio
$9.23K -$240 -4 -3%
OLVIG
419
Oliver Lagore Vanvalin Investment Group
Michigan
$9.17K -$599 -10 -6%
NECFA
420
New England Capital Financial Advisors
Connecticut
$8.99K
MIM
421
Macroview Investment Management
Maryland
$8.75K +$1.62K +27 +23%
BWL
422
Bogart Wealth LLC
Virginia
$8.27K
Bank Julius Baer & Co
423
Bank Julius Baer & Co
Switzerland
$7.8K -$867 -13 -10%
PCFFS
424
Pacific Center for Financial Services
California
$7.79K
TCA
425
Trifecta Capital Advisors
Illinois
$7.79K