687 hedge funds and large institutions have $10.7B invested in Roku in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 261 increasing their positions, 202 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 call options, than puts

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

12% less capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.4B)

Holders
687
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
CWWM
401
Clear Wave Wealth Management
New Jersey
$335K
US Bancorp
402
US Bancorp
Minnesota
$334K
NAM
403
NorthCrest Asset Manangement
Minnesota
$327K
HWM
404
HB Wealth Management
Georgia
$326K
EWA
405
EP Wealth Advisors
California
$325K
SWP
406
Stratos Wealth Partners
Ohio
$324K
GIA
407
Gateway Investment Advisers
Ohio
$321K
LTAS
408
Linden Thomas Advisory Services
North Carolina
$317K
N
409
Natixis
France
$309K
AF
410
Allworth Financial
California
$304K
CAG
411
Crestwood Advisors Group
Massachusetts
$303K
AT
412
American Trust
Kentucky
$302K
JWCA
413
J.W. Cole Advisors
Florida
$297K
CCS
414
Concentric Capital Strategies
Connecticut
$288K
CSI
415
Cross Staff Investments
New York
$284K
SWM
416
Sherman Wealth Management
Maryland
$284K
HI
417
Harbour Investments
Wisconsin
$280K
SFG
418
Synergy Financial Group
California
$278K
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$278K
Loomis, Sayles & Company
420
Loomis, Sayles & Company
Massachusetts
$276K
MIM
421
MetLife Investment Management
New Jersey
$271K
GA
422
Goldstein Advisors
Wisconsin
$270K
OAM
423
OP Asset Management
$267K
LAM
424
LECAP Asset Management
United Kingdom
$265K
QC
425
Quadrature Capital
United Kingdom
$260K