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
ACM
601
Anfield Capital Management
California
$5.2K
DWM
602
Dogwood Wealth Management
Kansas
$4.73K
CMBA
603
C.M. Bidwell & Associates
Hawaii
$4.35K
MTIC
604
Missouri Trust & Investment Company
Missouri
$4.26K
CWM
605
Copia Wealth Management
Oregon
$3.97K
RWM
606
RMG Wealth Management
Wisconsin
$3.84K
ICM
607
Islay Capital Management
Texas
$3.79K
TC
608
Trust Company
Kansas
$3.79K
PP
609
PFS Partners
New Jersey
$3.69K
WETS
610
Wealth Enhancement Trust Services
South Dakota
$3.6K
DWP
611
Destiny Wealth Partners
Florida
$3.6K
GIA
612
GHP Investment Advisors
Colorado
$3.5K
SMBT
613
Southern Michigan Bank & Trust
Michigan
$3.31K
CT
614
Clearstead Trust
Maine
$3.12K
S
615
Sachetta
Massachusetts
$3.12K
TSMHT
616
Thurston Springer Miller Herd & Titak
Indiana
$3.12K
JWM
617
JPL Wealth Management
Colorado
$3.03K
CAL
618
Capital Analysts LLC
Pennsylvania
$3K
SWP
619
Strategic Wealth Partners
Ohio
$2.84K
NEWAS
620
N.E.W. Advisory Services
Wisconsin
$2.84K
OA
621
Operose Advisors
Wisconsin
$2.84K
RWS
622
Retirement Wealth Solutions
Wisconsin
$2.74K
DFC
623
DB Fitzpatrick & Co
Idaho
$2.56K
CW
624
Curio Wealth
Maryland
$2.46K
UB
625
UMB Bank
Missouri
$2.37K