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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
RG
601
Rathbones Group
United Kingdom
-$260K -3,483 Closed
FIA
602
FNY Investment Advisers
New York
-$255K -3,421 Closed
PFS
603
Prospera Financial Services
Texas
-$253K -3,388 Closed
SWP
604
Stratos Wealth Partners
Ohio
-$243K -3,252 Closed
KOCAA
605
Knights of Columbus Asset Advisors
Connecticut
-$229K -3,069 Closed
I
606
InceptionR
California
-$225K -3,012 Closed
Walleye Trading
607
Walleye Trading
New York
-$75.8K -1,000 Closed
GC
608
Globeflex Capital
California
-$58.7K -786 Closed
SSG
609
Summit Securities Group
New York
-$45K -600 Closed
FFWM
610
Future Financial Wealth Management
Ohio
-$42.9K -575 Closed
JIP
611
Jaffetilchin Investment Partners
Florida
-$28.2K -378 Closed
GAAM
612
Guinness Atkinson Asset Management
California
-$24.3K -325 Closed
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
-$19K -260 Closed
PA
614
PSI Advisors
Florida
-$14.9K -200 Closed
Federated Hermes
615
Federated Hermes
Pennsylvania
-$13.1K -175 Closed
CA
616
Claris Advisors
Missouri
-$10.6K -142 Closed
MIM
617
Macroview Investment Management
Maryland
-$9.11K -122 Closed
AF
618
Arrow Financial
New York
-$7.47K -100 Closed
WOC
619
West Oak Capital
California
-$75 -100 Closed
RA
620
Rise Advisors
New York
-$7.24K -97 Closed
FCM
621
Fourpath Capital Management
Oklahoma
-$6.2K -83 Closed
HWA
622
HHM Wealth Advisors
Tennessee
-$4.85K -65 Closed
GFPC
623
Global Financial Private Client
Florida
-$3.96K -53 Closed
DIP
624
DT Investment Partners
Pennsylvania
-$3.73K -50 Closed
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3.7K -50 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.