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705 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 238 increasing their positions, 181 reducing their positions, and 55 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 (+$935M)

0.11% less ownership

Funds ownership: 85.36%85.25% (-0.11%)

40% less call options, than puts

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

Holders
705
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
VI
401
Versor Investments
New York
$369K
AWM
402
Adams Wealth Management
Utah
$369K
CI
403
CacheTech Inc
Utah
$369K
PWM
404
Palumbo Wealth Management
New York
$368K
Comerica Bank
405
Comerica Bank
Texas
$363K
HWM
406
HB Wealth Management
Georgia
$361K
PA
407
PharVision Advisers
Florida
$360K
WA
408
Waddell & Associates
Tennessee
$355K
LAM
409
LECAP Asset Management
United Kingdom
$351K
TSS
410
Two Sigma Securities
New York
$350K
FFM
411
Forum Financial Management
Illinois
$343K
HIP
412
HUB Investment Partners
Texas
$343K
CPC
413
Cookson Peirce & Co
Pennsylvania
$337K
SFG
414
Synergy Financial Group
California
$332K
RIL
415
Rothschild Investment LLC
Illinois
$330K
DS
416
DRW Securities
Illinois
$330K
EI
417
Ethic Inc
New York
$329K
BIG
418
Brooklyn Investment Group
New York
$327K
CSI
419
Cross Staff Investments
New York
$325K
SWM
420
Sherman Wealth Management
Maryland
$325K
MIM
421
MetLife Investment Management
New Jersey
$316K
HI
422
Harbour Investments
Wisconsin
$308K
CMF
423
Counterpoint Mutual Funds
California
$308K
CPA
424
Capital Performance Advisors
California
$308K
PWM
425
Perigon Wealth Management
California
$306K