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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
SWP
451
Stratos Wealth Partners
Ohio
$271K
GA
452
Goldstein Advisors
Wisconsin
$264K
MF
453
Magnetar Financial
Illinois
$264K
JTWM
454
Jackson Thornton Wealth Management
Alabama
$261K
WA
455
Wealth Architects
California
$261K
BFM
456
Boothbay Fund Management
New York
$258K
AC
457
AlphaCore Capital
California
$256K
RWM
458
Ritholtz Wealth Management
New York
$256K
VT
459
Vise Technologies
New York
$255K
ITG
460
Index Technologies Group
New York
$254K
AWP
461
Ascent Wealth Partners
New York
$253K
C
462
Certuity
Florida
$251K
TIAM2
463
Tru Independence Asset Management 2
Oregon
$249K
CA
464
Clearstead Advisors
Ohio
$247K
SAI
465
Savvy Advisors Inc
New York
$246K
IAA
466
Independent Advisor Alliance
North Carolina
$246K
GWM
467
Geneos Wealth Management
Colorado
$244K
9C
468
9823 Capital
Texas
$244K
SL
469
Sentinus LLC
Illinois
$242K
AGAM
470
Audent Global Asset Management
California
$239K
GF
471
Gabelli Funds
New York
$239K
PCP
472
Perbak Capital Partners
United Kingdom
$234K
BIAS
473
Beacon Investment Advisory Services
New Jersey
$234K
SAM
474
Storebrand Asset Management
Norway
$230K
LBWM
475
Left Brain Wealth Management
Illinois
$228K