688 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 56 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 (+$924M)

0.18% less ownership

Funds ownership: 85.35%85.17% (-0.18%)

40% less call options, than puts

Call options by funds: $869M | Put options by funds: $1.46B

Holders
688
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
AC
451
AlphaCore Capital
California
$256K
VT
452
Vise Technologies
New York
$255K
ITG
453
Index Technologies Group
New York
$254K
AWP
454
Ascent Wealth Partners
New York
$253K
C
455
Certuity
Florida
$251K
TIAM2
456
Tru Independence Asset Management 2
Oregon
$249K
CA
457
Clearstead Advisors
Ohio
$247K
SAI
458
Savvy Advisors Inc
New York
$246K
IAA
459
Independent Advisor Alliance
North Carolina
$246K
GWM
460
Geneos Wealth Management
Colorado
$244K
9C
461
9823 Capital
Texas
$244K
SL
462
Sentinus LLC
Illinois
$242K
GF
463
Gabelli Funds
New York
$239K
PCP
464
Perbak Capital Partners
United Kingdom
$234K
BIAS
465
Beacon Investment Advisory Services
New Jersey
$234K
LBWM
466
Left Brain Wealth Management
Illinois
$228K
IA
467
IFP Advisors
Florida
$227K
MC
468
Moors & Cabot
Massachusetts
$227K
4WM
469
49 Wealth Management
Texas
$225K
MCM
470
MAI Capital Management
Ohio
$224K
CCM
471
Coldstream Capital Management
Washington
$220K
EFG
472
Everhart Financial Group
Ohio
$218K
JSC
473
Jackson Square Capital
California
$217K
CI
474
Corient IA
Florida
$217K
MGIA
475
Moneta Group Investment Advisors
Missouri
$215K