688 hedge funds and large institutions have $12.1B invested in Roku in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 233 increasing their positions, 181 reducing their positions, and 56 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 (+$924M)

0.18% less ownership

Funds ownership: 85.35%85.17% (-0.18%)

40% less call options, than puts

Call options by funds: $869M | Put options by funds: $1.46B

Holders
688
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
WWA
651
Wealth Watch Advisors
Colorado
$1.08K
TCM
652
Tradewinds Capital Management
Washington
$1.08K
WIM
653
Westside Investment Management
California
$1.08K
SEP
654
Signature Equity Partners
Ohio
$1.08K
WCM
655
Winthrop Capital Management
Indiana
$1K
CFM
656
Cornerstone Financial Management
Massachusetts
$976
TPCW
657
TD Private Client Wealth
New York
$868
TFM
658
TFC Financial Management
Massachusetts
$868
HFS
659
Hughes Financial Services
Virginia
$868
FFO
660
Fortitude Family Office
Arizona
$759
MAM
661
Marquette Asset Management
Minnesota
$651
OWP
662
ORG Wealth Partners
Texas
$650
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$543
MCM
664
MV Capital Management
Maryland
$543
AWA
665
Acumen Wealth Advisors
Tennessee
$543
CTB
666
Country Trust Bank
Illinois
$542
APW
667
Atlantic Private Wealth
North Carolina
$542
SA
668
Strategic Advocates
Utah
$443
WW
669
Winnow Wealth
Texas
$436
QWM
670
Quaker Wealth Management
New Jersey
$434
BGAI
671
Bruce G. Allen Investments
Colorado
$434
CWM
672
Copia Wealth Management
Oregon
$434
CPG
673
Cornerstone Planning Group
New Jersey
$403
PWMG
674
Prestige Wealth Management Group
New Jersey
$326
DF
675
Dunhill Financial
United Kingdom
$284