561 hedge funds and large institutions have $9.57B invested in Roku in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

39% less call options, than puts

Call options by funds: $642M | Put options by funds: $1.05B

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$642M
Puts
$1.05B
Net Calls
Net Calls Change

Top Buyers

1 +$80.7M
2 +$73.1M
3 +$71.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$69.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$68.5M

Top Sellers

1 -$175M
2 -$108M
3 -$99.4M
4
UBS Group
UBS Group
Switzerland
-$47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$45.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
526
Archer Investment Corporation
Indiana
$1.14K
EWP
527
Elevation Wealth Partners
California
$1.05K
SWIM
528
Smallwood Wealth Investment Management
New Jersey
$966
PWMG
529
Private Wealth Management Group
New Jersey
$879
RIL
530
Rothschild Investment LLC
Illinois
$879
PPA
531
Painted Porch Advisors
California
$879
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$879
TCM
533
Tradewinds Capital Management
Washington
$879
KFI
534
Key Financial Inc
Pennsylvania
$879
UB
535
UMB Bank
Missouri
$879
ZBNA
536
Zions Bancorporation, National Association
Utah
$879
BIA
537
Bell Investment Advisors
California
$704
TFM
538
TFC Financial Management
Massachusetts
$704
PWM
539
Proathlete Wealth Management
Florida
$703
HFS
540
Hughes Financial Services
Virginia
$679
PS
541
PayPay Securities
Japan
$615
AWM
542
AllSquare Wealth Management
New York
$615
FFO
543
Fortitude Family Office
Arizona
$615
OWP
544
ORG Wealth Partners
Texas
$517
DPW
545
DiNuzzo Private Wealth
Pennsylvania
$440
MCM
546
MV Capital Management
Maryland
$440
CTB
547
Country Trust Bank
Illinois
$439
WBC
548
West Branch Capital
Massachusetts
$355
BGAI
549
Bruce G. Allen Investments
Colorado
$352
CWM
550
Copia Wealth Management
Oregon
$352