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
WWP
526
WR Wealth Planners
Missouri
$892
SFGP
527
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$892 +$909 +12 New
BCH
528
Berkshire Capital Holdings
California
$743
Kayne Anderson Rudnick Investment Management
529
Kayne Anderson Rudnick Investment Management
California
$743
KFI
530
Key Financial Inc
Pennsylvania
$743
PPA
531
Painted Porch Advisors
California
$743
CFB
532
Cullen/Frost Bankers
Texas
$669 -$5.3K -70 -89%
BIA
533
Bell Investment Advisors
California
$595
WPA
534
West Paces Advisors
Georgia
$595
PS
535
PayPay Securities
Japan
$595 +$303 +4 +100%
AWM
536
AllSquare Wealth Management
New York
$520
MG
537
Mather Group
Illinois
$520
CSWM
538
Cassady Schiller Wealth Management
Ohio
$520 +$530 +7 New
MA
539
Montag & Associates
Georgia
$447
OP
540
ORG Partners
Indiana
$446
AssetMark Inc
541
AssetMark Inc
California
$446 +$303 +4 +200%
NWWA
542
New Wave Wealth Advisors
Arkansas
$446 +$455 +6 New
DPW
543
DiNuzzo Private Wealth
Pennsylvania
$372
WBC
544
West Branch Capital
Massachusetts
$372
VHAM
545
Van Hulzen Asset Management
California
$372 +$379 +5 New
Pacer Advisors
546
Pacer Advisors
Pennsylvania
$297
RCM
547
Ravenstone Capital Management
$297
MCM
548
MV Capital Management
Maryland
$224 -$152 -2 -40%
PWMG
549
Prestige Wealth Management Group
New Jersey
$224
PMIM
550
Prudent Man Investment Management
Colorado
$224 +$227 +3 New

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.