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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
CTA
451
Colonial Trust Advisors
South Carolina
$10.4K -$11.7K -154 -52%
BWL
452
Bogart Wealth LLC
Virginia
$10.3K
TWC
453
TD Waterhouse Canada
Ontario, Canada
$9.96K -$11.1K -146 -52%
PCFFS
454
Pacific Center for Financial Services
California
$9.66K
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$9.63K +$606 +8 +7%
BBHC
456
Brown Brothers Harriman & Co
New York
$9.37K +$9.55K +126 New
MAM
457
Meeder Asset Management
Ohio
$9.29K -$455 -6 -5%
HPC
458
HM Payson & Co
Maine
$9.14K
C
459
Covestor
United Kingdom
$9K -$12.7K -167 -59%
ETC
460
Exchange Traded Concepts
Oklahoma
$8.99K -$2.35K -31 -20%
LDB
461
Lee, Danner & Bass
Tennessee
$8.55K +$8.71K +115 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$7.92K +$6.21K +82 +328%
AF
463
Advisornet Financial
Minnesota
$7.88K -$1.36K -18 -15%
CSC
464
Caldwell Sutter Capital
California
$7.43K
KHC
465
Koesten Hirschmann & Crabtree
Kansas
$7.43K
LG
466
LAM Group
Oregon
$7.43K
TCOV
467
Trust Company of Vermont
Vermont
$7.43K
TC
468
Truvestments Capital
Florida
$7.43K
CWM
469
Centricity Wealth Management
Ohio
$7.43K +$7.58K +100 New
SMAM
470
Sugar Maple Asset Management
Wisconsin
$7.43K +$7.58K +100 New
VWA
471
VSM Wealth Advisory
Maryland
$7.43K +$7.58K +100 New
WA
472
Whipplewood Advisors
Colorado
$7.43K +$7.58K +100 New
ATC
473
Adirondack Trust Company
New York
$7.06K
RS
474
Rakuten Securities
Japan
$6.84K -$30K -396 -81%
HNB
475
Huntington National Bank
Ohio
$6.39K -$1.06K -14 -14%

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.