561 hedge funds and large institutions have $9.57B invested in Roku in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less call options, than puts

Call options by funds: $642M | Put options by funds: $1.05B

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$642M
Puts
$1.05B
Net Calls
Net Calls Change

Top Buyers

1 +$80.7M
2 +$73.1M
3 +$71.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$69.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$68.5M

Top Sellers

1 -$175M
2 -$108M
3 -$99.4M
4
UBS Group
UBS Group
Switzerland
-$47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
451
Golden State Wealth Management
California
$17.3K
CAL
452
Capital Advisors Ltd
Ohio
$17K
GM
453
GeoWealth Management
Illinois
$16K
PS
454
Principal Securities
Iowa
$14.7K
NFSG
455
Newbridge Financial Services Group
Florida
$14.5K
EB
456
Eastern Bank
Massachusetts
$14.1K
TFGT
457
TS Financial Group (TSFG)
Illinois
$14K
NECFA
458
New England Capital Financial Advisors
Connecticut
$13.2K
CWM
459
CarsonAllaria Wealth Management
Illinois
$13.1K
ACM
460
Accent Capital Management
Ohio
$12.3K
PCFFS
461
Pacific Center for Financial Services
California
$11.4K
CA
462
CoreCap Advisors
Michigan
$11.1K
C
463
Covestor
United Kingdom
$11K
HPC
464
HM Payson & Co
Maine
$11K
BI
465
Binnacle Investments
Iowa
$11K
TPWA
466
Twin Peaks Wealth Advisors
California
$11K
HWM
467
Hemington Wealth Management
Virginia
$10K
TWC
468
TD Waterhouse Canada
Ontario, Canada
$9.64K
CTA
469
Colonial Trust Advisors
South Carolina
$8.79K
TC
470
Truvestments Capital
Florida
$8.79K
CAM
471
Costello Asset Management
Pennsylvania
$8.79K
KHC
472
Koesten Hirschmann & Crabtree
Kansas
$8.79K
VWA
473
VSM Wealth Advisory
Maryland
$8.79K
FDW
474
Fourth Dimension Wealth
Ohio
$8.79K
CSC
475
Caldwell Sutter Capital
California
$8.79K