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
NECFA
551
New England Capital Financial Advisors
Connecticut
$14.2K
NWS
552
Nvest Wealth Strategies
Ohio
$14.2K
CA
553
Clearstead Advisors
Ohio
$13.8K
CTB
554
Country Trust Bank
Illinois
$13.8K
BWL
555
Bogart Wealth LLC
Virginia
$13.6K
SL
556
Salomon & Ludwin
Virginia
$13.4K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$13.3K
CI
558
CX Institutional
Indiana
$13K
ZBNA
559
Zions Bancorporation, National Association
Utah
$12.7K
PCFFS
560
Pacific Center for Financial Services
California
$12.3K
DWA
561
Delos Wealth Advisors
Texas
$12.3K
HPC
562
HM Payson & Co
Maine
$11.8K
RF
563
Rossby Financial
Florida
$11.8K
PTC
564
Private Trust Company
Ohio
$11.4K
QCG
565
Quadrant Capital Group
Ohio
$9.94K
EWP
566
Elevation Wealth Partners
California
$9.75K
CAM
567
Costello Asset Management
Pennsylvania
$9.46K
FDW
568
Fourth Dimension Wealth
Ohio
$9.46K
MGI
569
Miller Global Investments
Texas
$9.46K
DJSG
570
D.J. St. Germain
Massachusetts
$9.46K
TC
571
Truvestments Capital
Florida
$9.46K
VWA
572
VSM Wealth Advisory
Maryland
$9.46K
LG
573
LAM Group
Oregon
$9.46K
GBT
574
Grove Bank & Trust
Florida
$9.37K
ATC
575
Adirondack Trust Company
New York
$8.99K