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
CH
626
Cromwell Holdings
Wyoming
$2.27K
IAS
627
IMA Advisory Services
Colorado
$2.08K
Bessemer Group
628
Bessemer Group
New Jersey
$2K
TM
629
Torren Management
California
$1.99K
FCAS
630
First Command Advisory Services
Texas
$1.99K
SIS
631
Sound Income Strategies
Florida
$1.9K
1IA
632
1620 Investment Advisors
Massachusetts
$1.89K
CSB
633
City State Bank
Iowa
$1.89K
BFS
634
Bare Financial Services
Pennsylvania
$1.8K
PWA
635
Physician Wealth Advisors
Utah
$1.61K
MAM
636
Marquette Asset Management
Minnesota
$1.61K
IWS
637
Intentional Wealth Strategies
Colorado
$1.61K
HI
638
Hoey Investments
Pennsylvania
$1.51K
SEP
639
Signature Equity Partners
Ohio
$1.51K
AGWCA
640
Annis Gardner Whiting Capital Advisors
Florida
$1.42K
JWA
641
JFS Wealth Advisors
Pennsylvania
$1.32K
RIAS
642
Rachor Investment Advisory Services
Michigan
$1.32K
SFS
643
Sunrise Financial Services
Washington
$1.32K
PS
644
PayPay Securities
Japan
$1.23K
SC
645
SouthState Corp
Florida
$1.23K
AIC
646
Archer Investment Corporation
Indiana
$1.23K
MWA
647
Medallion Wealth Advisors
Connecticut
$1.23K
TPWA
648
Twin Peaks Wealth Advisors
California
$1.23K
PWM
649
Proathlete Wealth Management
Florida
$1.14K
HFS
650
Hughes Financial Services
Virginia
$1.14K