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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
NS
601
NBC Securities
Alabama
$5.49K
HC
602
Hurley Capital
New York
$5.2K
MIM
603
MTM Investment Management
South Carolina
$5.2K
ACM
604
Anfield Capital Management
California
$5.2K
DWM
605
Dogwood Wealth Management
Kansas
$4.73K
CMBA
606
C.M. Bidwell & Associates
Hawaii
$4.35K
MTIC
607
Missouri Trust & Investment Company
Missouri
$4.26K
CWM
608
Copia Wealth Management
Oregon
$3.97K
RWM
609
RMG Wealth Management
Wisconsin
$3.84K
ICM
610
Islay Capital Management
Texas
$3.79K
TC
611
Trust Company
Kansas
$3.79K
PP
612
PFS Partners
New Jersey
$3.69K
WETS
613
Wealth Enhancement Trust Services
South Dakota
$3.6K
DWP
614
Destiny Wealth Partners
Florida
$3.6K
GIA
615
GHP Investment Advisors
Colorado
$3.5K
SMBT
616
Southern Michigan Bank & Trust
Michigan
$3.31K
CT
617
Clearstead Trust
Maine
$3.12K
S
618
Sachetta
Massachusetts
$3.12K
TSMHT
619
Thurston Springer Miller Herd & Titak
Indiana
$3.12K
JWM
620
JPL Wealth Management
Colorado
$3.03K
CAL
621
Capital Analysts LLC
Pennsylvania
$3K
SWP
622
Strategic Wealth Partners
Ohio
$2.84K
NEWAS
623
N.E.W. Advisory Services
Wisconsin
$2.84K
OA
624
Operose Advisors
Wisconsin
$2.84K
RWS
625
Retirement Wealth Solutions
Wisconsin
$2.74K