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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
DFC
626
DB Fitzpatrick & Co
Idaho
$4.01K
CAL
627
Capital Analysts LLC
Pennsylvania
$4K
PIM
628
Plato Investment Management
Australia
$3.82K
PUI
629
Purpose Unlimited Inc
$3.79K
CT
630
Clearstead Trust
Maine
$3.69K
TSMHT
631
Thurston Springer Miller Herd & Titak
Indiana
$3.58K
CIBC Private Wealth Group
632
CIBC Private Wealth Group
Georgia
$3.47K
S
633
Sachetta
Massachusetts
$3.25K
OP
634
ORG Partners
Indiana
$3.25K
RWM
635
RMG Wealth Management
Wisconsin
$3.17K
CW
636
Curio Wealth
Maryland
$2.88K
IAS
637
IMA Advisory Services
Colorado
$2.5K
PIS
638
POM Investment Strategies
North Carolina
$2.5K
UB
639
UMB Bank
Missouri
$2.39K
VWWMG
640
Vermillion & White Wealth Management Group
Pennsylvania
$2.39K
1IA
641
1620 Investment Advisors
Massachusetts
$2.17K
CSB
642
City State Bank
Iowa
$2.17K
CH
643
Cromwell Holdings
Wyoming
$2.17K
B
644
Bayban
Minnesota
$2.17K
GAMC
645
Garner Asset Management Corp
Texas
$2.17K
UFPG
646
United Financial Planning Group
New York
$2.17K
SIS
647
Sound Income Strategies
Florida
$2.07K
Bessemer Group
648
Bessemer Group
New Jersey
$2K
PWA
649
Physician Wealth Advisors
Utah
$1.84K
HI
650
Hoey Investments
Pennsylvania
$1.74K