688 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 56 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 (+$924M)

0.18% less ownership

Funds ownership: 85.35%85.17% (-0.18%)

40% less call options, than puts

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

Holders
688
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
PA
401
PharVision Advisers
Florida
$360K
WA
402
Waddell & Associates
Tennessee
$355K
LAM
403
LECAP Asset Management
United Kingdom
$351K
TSS
404
Two Sigma Securities
New York
$350K
FFM
405
Forum Financial Management
Illinois
$343K
HIP
406
HUB Investment Partners
Texas
$343K
CPC
407
Cookson Peirce & Co
Pennsylvania
$337K
SFG
408
Synergy Financial Group
California
$332K
RIL
409
Rothschild Investment LLC
Illinois
$330K
DS
410
DRW Securities
Illinois
$330K
EI
411
Ethic Inc
New York
$329K
BIG
412
Brooklyn Investment Group
New York
$327K
SWM
413
Sherman Wealth Management
Maryland
$325K
MIM
414
MetLife Investment Management
New Jersey
$316K
HI
415
Harbour Investments
Wisconsin
$308K
CMF
416
Counterpoint Mutual Funds
California
$308K
CPA
417
Capital Performance Advisors
California
$308K
PWM
418
Perigon Wealth Management
California
$306K
BAAM
419
Baker Avenue Asset Management
California
$306K
SC
420
Shay Capital
New York
$304K
BAM
421
Belpointe Asset Management
Nevada
$303K
SMFG
422
Sumitomo Mitsui Financial Group
Japan
$300K
JWCA
423
J.W. Cole Advisors
Florida
$298K
SF
424
Summit Financial
New Jersey
$297K
RA
425
RFG Advisory
Alabama
$296K