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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
SPIA
401
Steward Partners Investment Advisory
New York
$43.6K -$17.8K -235 -29%
IUHSA
402
Itau Unibanco Holding S.A.
Brazil
$42.3K +$21.1K +278 +96%
Nisa Investment Advisors
403
Nisa Investment Advisors
Missouri
$41.6K
FDW
404
Fourth Dimension Wealth
Ohio
$40.9K +$41.7K +550 New
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$40.8K -$20.2K -267 -35%
SC
406
Swan Capital
Florida
$40.4K
A
407
Allianz
Germany
$39.5K +$40.2K +531 New
Mirae Asset Global Investments
408
Mirae Asset Global Investments
South Korea
$38.8K +$1.36K +18 +4%
CA
409
Continuum Advisory
Idaho
$37.2K -$758 -10 -2%
GPFA
410
Game Plan Financial Advisors
Ohio
$37.1K +$37.9K +500 New
HFM
411
Harvest Fund Management
China
$37K +$37.2K +491 +4,092%
GI
412
GAMMA Investing
California
$35K +$5.68K +75 +19%
RP
413
Raelipskie Partnership
Ontario, Canada
$32.3K
SIC
414
Salem Investment Counselors
North Carolina
$31.3K
RCM
415
Raleigh Capital Management
North Carolina
$30.9K +$76 +1 +0.2%
VFM
416
Vision Financial Markets
Connecticut
$29.7K +$30.3K +400 New
ACM
417
Aster Capital Management
United Arab Emirates
$28.4K +$8.71K +115 +43%
EWA
418
EverSource Wealth Advisors
Alabama
$27.1K -$21.2K -280 -43%
GWM
419
Geneos Wealth Management
Colorado
$25.5K +$20.5K +270 +370%
APW
420
Aventura Private Wealth
Florida
$25K +$25.5K +336 New
CA
421
CoreCap Advisors
Michigan
$24.5K -$3.87K -51 -13%
AAG
422
Armstrong Advisory Group
Massachusetts
$23.1K
LFG
423
Larson Financial Group
Missouri
$22.3K
BCWM
424
Ball & Co Wealth Management
Tennessee
$22K +$22.7K +300 New
LC
425
Lindbrook Capital
California
$21.7K -$758 -10 -3%

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.