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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
Two Sigma Advisers
26
Two Sigma Advisers
New York
$42.2M +$35.6M +470,000 +479%
UBS AM
27
UBS AM
Illinois
$39.2M +$2.88M +37,945 +8%
JAM
28
Jupiter Asset Management
United Kingdom
$37.6M +$23.9M +314,931 +165%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$37.6M -$481K -6,342 -1%
Bank of America
30
Bank of America
North Carolina
$37.1M -$18.8M -248,646 -33%
AAF
31
Andra AP-fonden
Sweden
$36.5M +$1.86M +24,600 +5%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$32.7M -$148M -1,951,258 -82%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$32.3M -$119K -1,574 -0.4%
Fidelity International
34
Fidelity International
Bermuda
$29.6M +$30.1M +397,620 New
HAM
35
Hyperion Asset Management
Australia
$27.9M -$416K -5,483 -1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$26.7M -$1.3M -17,100 -5%
JGC
37
J. Goldman & Co
New York
$26.3M +$24.9M +328,807 +1,288%
Goldman Sachs
38
Goldman Sachs
New York
$26.2M +$2.81M +37,096 +12%
SC
39
Sessa Capital
New York
$26M
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$25.4M +$18.5M +244,415 +250%
Deutsche Bank
41
Deutsche Bank
Germany
$24.7M +$7.94M +104,723 +46%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$23.2M +$9.02M +119,065 +62%
N
43
Nuveen
North Carolina
$22.7M -$2.8M -36,920 -11%
Comerica Bank
44
Comerica Bank
Texas
$21.7M +$3.58M +47,233 +19%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$21.2M +$3.88M +51,172 +21%
ECM
46
Empirical Capital Management
Tennessee
$21.1M +$98.5K +1,300 +0.5%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$21M -$16.9M -222,815 -44%
Legal & General Group
48
Legal & General Group
United Kingdom
$20.7M -$2.5M -32,981 -11%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$19.7M +$14.6M +192,520 +265%
Invesco
50
Invesco
Georgia
$19.1M -$4.57M -60,350 -19%

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.