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
SF
426
Summit Financial
New Jersey
$260K
BAMG
427
Brand Asset Management Group
Missouri
$259K
VT
428
Vise Technologies
New York
$255K
CCM
429
Coldstream Capital Management
Washington
$254K
MFS
430
Mirabella Financial Services
United Kingdom
$254K
CWM
431
Cornerstone Wealth Management
Missouri
$252K
ECM
432
Evergreen Capital Management
Washington
$251K
AWP
433
Ascent Wealth Partners
New York
$248K
RA
434
RFG Advisory
Alabama
$244K
EI
435
Ethic Inc
New York
$243K
LNWTC
436
Laird Norton Wetherby Trust Company
Washington
$242K
Kovitz Investment Group Partners
437
Kovitz Investment Group Partners
Illinois
$242K
OL
438
Optas LLC
Texas
$241K
SWP
439
Sagespring Wealth Partners
Tennessee
$238K
AWA
440
Alta Wealth Advisors
Massachusetts
$235K
VCM
441
Virtue Capital Management
Tennessee
$234K
ITG
442
Index Technologies Group
New York
$230K
PA
443
Parallel Advisors
California
$230K
SS
444
SBI Securities
Japan
$222K
PWG
445
Portside Wealth Group
Utah
$220K
EWA
446
EverSource Wealth Advisors
Alabama
$220K
Wellington Management Group
447
Wellington Management Group
Massachusetts
$217K
TIAM2
448
Tru Independence Asset Management 2
Oregon
$217K
VWM
449
Venturi Wealth Management
Texas
$216K
AWA
450
Arkadios Wealth Advisors
Georgia
$216K