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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
RWPA
601
Richard W. Paul & Associates
Michigan
$8.46K
AssetMark Inc
602
AssetMark Inc
California
$8.14K
EWP
603
Elevation Wealth Partners
California
$8.14K
SWP
604
Strategic Wealth Partners
Ohio
$8.03K
HBW
605
Hazlett, Burt & Watson
West Virginia
$8K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$7.92K
FF
607
Friedenthal Financial
New Jersey
$7.38K
BBHC
608
Brown Brothers Harriman & Co
New York
$7.38K
GWP
609
Gen-Wealth Partners
Michigan
$7.05K
SWM
610
Spire Wealth Management
Virginia
$7.05K
BIA
611
Bell Investment Advisors
California
$6.4K
CFO
612
CVA Family Office
Colorado
$5.97K
MIM
613
MTM Investment Management
South Carolina
$5.97K
HC
614
Hurley Capital
New York
$5.97K
DWM
615
Dogwood Wealth Management
Kansas
$5.42K
EW
616
Elyxium Wealth
California
$5.42K
AEPWM
617
Atlantic Edge Private Wealth Management
Florida
$5.1K
CMBA
618
C.M. Bidwell & Associates
Hawaii
$4.99K
MTIC
619
Missouri Trust & Investment Company
Missouri
$4.88K
ICM
620
Islay Capital Management
Texas
$4.34K
TC
621
Trust Company
Kansas
$4.34K
PP
622
PFS Partners
New Jersey
$4.23K
PTC
623
Private Trust Company
Ohio
$4.12K
WETS
624
Wealth Enhancement Trust Services
South Dakota
$4.12K
GIA
625
GHP Investment Advisors
Colorado
$4.01K