687 hedge funds and large institutions have $10.7B invested in Roku in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 261 increasing their positions, 202 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

11% less call options, than puts

Call options by funds: $535M | Put options by funds: $604M

12% less capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.4B)

Holders
687
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$535M
Puts
$604M
Net Calls
Net Calls Change

Top Sellers

1 -$201M
2 -$135M
3 -$107M
4
NAMA
Nikko Asset Management Americas
New York
-$106M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
526
Mark Sheptoff Financial Planning
Connecticut
$24.9K
National Bank of Canada
527
National Bank of Canada
Quebec, Canada
$24.4K
Nomura Asset Management
528
Nomura Asset Management
Japan
$23.7K
CBT
529
Crews Bank & Trust
Florida
$23.7K
AUB
530
Atlantic Union Bankshares
Virginia
$22.3K
APW
531
Aventura Private Wealth
Florida
$22.3K
EI
532
EFG International
$22.1K
Mitsubishi UFJ Asset Management
533
Mitsubishi UFJ Asset Management
Japan
$20.6K
CAL
534
Capital Advisors Ltd
Ohio
$19K
DB
535
Danske Bank
Denmark
$18.9K
AIS
536
Advocate Investing Services
Maryland
$18.9K
BWM
537
Benson Wealth Management
Tennessee
$18.9K
ANBT
538
American National Bank & Trust
Texas
$18.9K
OCWP
539
Owl Creek Wealth Partners
Colorado
$18.5K
WWM
540
Western Wealth Management
Colorado
$18.2K
ACM
541
Accent Capital Management
Ohio
$17.8K
FC
542
Financial Consulate
Maryland
$16.7K
GSWM
543
Golden State Wealth Management
California
$16.3K
LI
544
LRI Investments
Florida
$16.3K
NFSG
545
Newbridge Financial Services Group
Florida
$15.6K
EB
546
Eastern Bank
Massachusetts
$15.1K
SWM
547
SHP Wealth Management
Massachusetts
$15.1K
SS
548
Sunbelt Securities
Texas
$15K
TFGT
549
TS Financial Group (TSFG)
Illinois
$15K
KFAS
550
Keating Financial Advisory Services
Kansas
$14.5K