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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
SS
426
Sunbelt Securities
Texas
$20.4K
RTC
427
Riverview Trust Company
Washington
$19.7K
AW
428
Avion Wealth
Texas
$19K -$16.8K -222 -45%
CAL
429
Capital Advisors Ltd
Ohio
$18K +$379 +5 +2%
CI Investments Inc
430
CI Investments Inc
Ontario, Canada
$18K +$682 +9 +4%
HWP
431
Highline Wealth Partners
California
$18K +$11.4K +150 +163%
QCG
432
Quadrant Capital Group
Ohio
$17.8K -$1.59K -21 -8%
SSB
433
Sandy Spring Bank
Maryland
$17.5K
TSMHT
434
Thurston Springer Miller Herd & Titak
Indiana
$17.3K
GM
435
GeoWealth Management
Illinois
$15.5K +$15.8K +209 New
HNB
436
Hilltop National Bank
Wyoming
$14.9K
MSFP
437
Mark Sheptoff Financial Planning
Connecticut
$14.9K
NB
438
NBT Bank
New York
$14.9K
NA
439
Nordwand Advisors
Pennsylvania
$14.9K
CBT
440
Crews Bank & Trust
Florida
$14.9K +$15.2K +200 New
GSWM
441
Golden State Wealth Management
California
$14.6K +$14.9K +197 New
CWM
442
CarsonAllaria Wealth Management
Illinois
$12.5K -$6.75K -89 -35%
TFGT
443
TS Financial Group (TSFG)
Illinois
$12K
BTI
444
Blue Trust Inc
Georgia
$12K -$632K -8,333 -98%
EB
445
Eastern Bank
Massachusetts
$11.9K
CAS
446
Coppell Advisory Solutions
Texas
$11.7K -$24.1K -318 -67%
PS
447
Principal Securities
Iowa
$11.6K +$530 +7 +5%
SIC
448
SJS Investment Consulting
Ohio
$11.4K -$303 -4 -3%
OLVIG
449
Oliver Lagore Vanvalin Investment Group
Michigan
$11.4K
NECFA
450
New England Capital Financial Advisors
Connecticut
$11.2K

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.