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
WW
551
Winnow Wealth
Texas
$181 +$227 +3 New
CJ
552
Caitlin John
Michigan
$149
DFA
553
DHJJ Financial Advisors
Illinois
$149
TWD
554
True Wealth Design
Ohio
$149 +$76 +1 +100%
MMCM
555
Murphy & Mullick Capital Management
New York
$149 +$152 +2 New
SAM
556
Synergy Asset Management
Washington
$149 +$152 +2 New
T
557
Transce3nd
Texas
$149 +$152 +2 New
Holocene Advisors
558
Holocene Advisors
New York
-$129M -1,728,028 Closed
Point72 Asset Management
559
Point72 Asset Management
Connecticut
-$49.4M -651,658 Closed
JCM
560
JAT Capital Management
Connecticut
-$40.4M -540,577 Closed
KCM
561
Kodai Capital Management
Illinois
-$31.2M -418,254 Closed
RAM
562
Readystate Asset Management
Illinois
-$16M -214,379 Closed
National Bank of Canada
563
National Bank of Canada
Quebec, Canada
-$11.3M -150,800 Closed
IAIM
564
International Assets Investment Management
Florida
-$1.46K -108,780 Closed
Man Group
565
Man Group
United Kingdom
-$6.84M -91,663 Closed
CSS
566
Cubist Systematic Strategies
Connecticut
-$6.24M -82,373 Closed
DGM
567
Delta Global Management
New York
-$5.65M -75,637 Closed
SEC
568
Seven Eight Capital
New York
-$4.58M -61,359 Closed
PHK
569
Point72 Hong Kong
Hong Kong
-$4.33M -57,958 Closed
PAMP
570
Polar Asset Management Partners
Ontario, Canada
-$2.96M -39,600 Closed
HLAM
571
Hidden Lake Asset Management
New York
-$2.78M -37,190 Closed
ACM
572
Alight Capital Management
New York
-$2.61M -35,000 Closed
Hudson Bay Capital Management
573
Hudson Bay Capital Management
Connecticut
-$2.28M -30,596 Closed
BAM
574
Blueshift Asset Management
New Jersey
-$2.16M -28,896 Closed
MFS
575
Mirabella Financial Services
United Kingdom
-$2.1M -28,298 Closed

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.