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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
BAAM
426
Baker Avenue Asset Management
California
$306K
SC
427
Shay Capital
New York
$304K
BAM
428
Belpointe Asset Management
Nevada
$303K
SMFG
429
Sumitomo Mitsui Financial Group
Japan
$300K
JWCA
430
J.W. Cole Advisors
Florida
$298K
SF
431
Summit Financial
New Jersey
$297K
RA
432
RFG Advisory
Alabama
$296K
VCM
433
Versant Capital Management
Arizona
$293K
WIA
434
World Investment Advisors
California
$291K
UCFA
435
United Capital Financial Advisors
Texas
$289K
GSEP
436
Golden State Equity Partners
California
$289K
CWM
437
Cornerstone Wealth Management
Missouri
$288K
NEI
438
Northwest & Ethical Investments
Ontario, Canada
$288K
OL
439
Optas LLC
Texas
$288K
WS
440
Wedbush Securities
California
$282K
BCI
441
Brinker Capital Investments
Pennsylvania
$280K
TCA
442
Transcend Capital Advisors
New Jersey
$280K
PPW
443
Parcion Private Wealth
Washington
$279K
AT
444
American Trust
Kentucky
$279K
Kovitz Investment Group Partners
445
Kovitz Investment Group Partners
Illinois
$278K
SS
446
SBI Securities
Japan
$278K
AWA
447
Arkadios Wealth Advisors
Georgia
$275K
SC
448
Scotia Capital
Ontario, Canada
$275K
JCM
449
Jag Capital Management
Missouri
$274K
LNWTC
450
Laird Norton Wetherby Trust Company
Washington
$272K