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705 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 238 increasing their positions, 181 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

8% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$935M)

0.11% less ownership

Funds ownership: 85.36%85.25% (-0.11%)

40% less call options, than puts

Call options by funds: $869M | Put options by funds: $1.46B

Holders
705
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$869M
Puts
$1.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
551
Mitsubishi UFJ Asset Management
Japan
$23.7K
HPC
552
HM Payson & Co
Maine
$22.6K
C
553
Covestor
United Kingdom
$22K
CBT
554
Crews Bank & Trust
Florida
$21.7K
MSFP
555
Mark Sheptoff Financial Planning
Connecticut
$21.7K
AIS
556
Advocate Investing Services
Maryland
$21.7K
BWM
557
Benson Wealth Management
Tennessee
$21.7K
HHCP
558
Hilton Head Capital Partners
South Carolina
$21.7K
RFP
559
Root Financial Partners
California
$21.6K
CAL
560
Capital Advisors Ltd
Ohio
$21K
KFAS
561
Keating Financial Advisory Services
Kansas
$19.7K
FC
562
Financial Consulate
Maryland
$19.2K
SS
563
Sunbelt Securities
Texas
$19.1K
GSWM
564
Golden State Wealth Management
California
$18.7K
TM
565
Torren Management
California
$18.6K
NFSG
566
Newbridge Financial Services Group
Florida
$17.9K
EB
567
Eastern Bank
Massachusetts
$17.4K
TFGT
568
TS Financial Group (TSFG)
Illinois
$17K
NECFA
569
New England Capital Financial Advisors
Connecticut
$16.3K
NWS
570
Nvest Wealth Strategies
Ohio
$16.3K
SWM
571
SHP Wealth Management
Massachusetts
$16.1K
SL
572
Salomon & Ludwin
Virginia
$15.7K
Los Angeles Capital Management
573
Los Angeles Capital Management
California
$15.5K
GWM
574
Greenline Wealth Management
Florida
$15.3K
ACM
575
Accent Capital Management
Ohio
$15.2K