We are live on ! Find out more

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
PP
501
PFS Partners
New Jersey
$2.9K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$2.6K -$13.3K -176 -83%
TCM
503
Tradewinds Capital Management
Washington
$2.23K
DFC
504
DB Fitzpatrick & Co
Idaho
$2.23K +$758 +10 +50%
ZB
505
Zions Bancorporation
Utah
$2.01K
RIL
506
Rothschild Investment LLC
Illinois
$1.93K
AEPWM
507
Atlantic Edge Private Wealth Management
Florida
$1.86K +$1.9K +25 New
NSIM
508
North Star Investment Management
Illinois
$1.86K
CWM
509
Copia Wealth Management
Oregon
$1.64K +$1.67K +22 New
FWM
510
FLP Wealth Management
Arkansas
$1.64K +$1.67K +22 New
CSB
511
City State Bank
Iowa
$1.49K
SIS
512
Sound Income Strategies
Florida
$1.49K
1IA
513
1620 Investment Advisors
Massachusetts
$1.49K +$1.52K +20 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$1.34K +$76 +1 +6%
DRP
515
Decker Retirement Planning
Utah
$1.34K +$1.36K +18 New
HI
516
Hoey Investments
Pennsylvania
$1.19K
DAM
517
Delta Asset Management
Tennessee
$1.11K
GIA
518
GHP Investment Advisors
Colorado
$1.04K
HCP
519
Hexagon Capital Partners
Arkansas
$1.04K +$758 +10 +250%
HWM
520
Hemington Wealth Management
Virginia
$1K -$5.83K -77 -77%
AA
521
AlphaMark Advisors
Kentucky
$1K
BGAI
522
Bruce G. Allen Investments
Colorado
$966
AIC
523
Archer Investment Corporation
Indiana
$966 +$985 +13 New
CPG
524
Cornerstone Planning Group
New Jersey
$963
EWP
525
Elevation Wealth Partners
California
$893

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.