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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
GWSG
476
GPS Wealth Strategies Group
Colorado
$6.32K
HBW
477
Hazlett, Burt & Watson
West Virginia
$6K
AA
478
Addison Advisors
Vermont
$5.95K
MHR
479
Matthew Hamilton Rosenberg
$5.95K
OIA
480
Optimum Investment Advisors
Illinois
$5.65K -$15.2K -200 -72%
PWMG
481
Private Wealth Management Group
New Jersey
$5.43K -$1.21K -16 -18%
PWA
482
Physician Wealth Advisors
Utah
$5.35K +$5.46K +72 New
PFBT
483
Parkside Financial Bank & Trust
Missouri
$5.28K +$606 +8 +13%
MWA
484
Medallion Wealth Advisors
Connecticut
$5.05K +$5.15K +68 New
GWP
485
Gen-Wealth Partners
Michigan
$4.83K
SWM
486
Spire Wealth Management
Virginia
$4.83K
TFIPS
487
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.46K
CFO
488
CVA Family Office
Colorado
$4.09K -$455 -6 -10%
ST
489
Smithfield Trust
Pennsylvania
$4K +$4.55K +60 New
OPTFSNA
490
Old Point Trust & Financial Services N A
Virginia
$3.72K
S
491
Sachetta
Massachusetts
$3.72K
DWM
492
Dogwood Wealth Management
Kansas
$3.72K +$3.79K +50 New
CMBA
493
C.M. Bidwell & Associates
Hawaii
$3.42K
BLC
494
Brown, Lisle/Cummings
Rhode Island
$3.35K -$3.41K -45 -50%
CIM
495
Contravisory Investment Management
Massachusetts
$3.35K
MTIC
496
Missouri Trust & Investment Company
Missouri
$3.35K
CT
497
Colonial Trust
South Carolina
$3.12K +$3.18K +42 New
WTFG
498
Wood Tarver Financial Group
Idaho
$3K +$3.41K +45 New
ICM
499
Islay Capital Management
Texas
$2.97K
TC
500
Trust Company
Kansas
$2.97K

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.