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691 hedge funds and large institutions have $10.7B invested in Roku in 2026 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 264 increasing their positions, 203 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 capital invested

Capital invested by funds: $12.1B → $10.7B (-$1.38B)

11% less call options, than puts

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

Holders
691
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
SS
551
Sunbelt Securities
Texas
$15K
TFGT
552
TS Financial Group (TSFG)
Illinois
$15K
KFAS
553
Keating Financial Advisory Services
Kansas
$14.5K
NECFA
554
New England Capital Financial Advisors
Connecticut
$14.2K
NWS
555
Nvest Wealth Strategies
Ohio
$14.2K
CA
556
Clearstead Advisors
Ohio
$13.8K
CTB
557
Country Trust Bank
Illinois
$13.8K
BWL
558
Bogart Wealth LLC
Virginia
$13.6K
SL
559
Salomon & Ludwin
Virginia
$13.4K
PFBT
560
Parkside Financial Bank & Trust
Missouri
$13.3K
CI
561
CX Institutional
Indiana
$13K
ZBNA
562
Zions Bancorporation, National Association
Utah
$12.7K
PCFFS
563
Pacific Center for Financial Services
California
$12.3K
DWA
564
Delos Wealth Advisors
Texas
$12.3K
HPC
565
HM Payson & Co
Maine
$11.8K
RF
566
Rossby Financial
Florida
$11.8K
PTC
567
Private Trust Company
Ohio
$11.4K
QCG
568
Quadrant Capital Group
Ohio
$9.94K
EWP
569
Elevation Wealth Partners
California
$9.75K
CAM
570
Costello Asset Management
Pennsylvania
$9.46K
DJSG
571
D.J. St. Germain
Massachusetts
$9.46K
FDW
572
Fourth Dimension Wealth
Ohio
$9.46K
MGI
573
Miller Global Investments
Texas
$9.46K
TC
574
Truvestments Capital
Florida
$9.46K
VWA
575
VSM Wealth Advisory
Maryland
$9.46K