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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
RWS
651
Retirement Wealth Solutions
Wisconsin
$1.74K
AGWCA
652
Annis Gardner Whiting Capital Advisors
Florida
$1.63K
RIAS
653
Rachor Investment Advisory Services
Michigan
$1.63K
RF
654
Rossby Financial
Florida
$1.63K
SFS
655
Sunrise Financial Services
Washington
$1.52K
SC
656
SouthState Corp
Florida
$1.41K
AIC
657
Archer Investment Corporation
Indiana
$1.41K
MWA
658
Medallion Wealth Advisors
Connecticut
$1.41K
PS
659
PayPay Securities
Japan
$1.3K
BFS
660
Bare Financial Services
Pennsylvania
$1.3K
PWM
661
Proathlete Wealth Management
Florida
$1.3K
SWIM
662
Smallwood Wealth Investment Management
New Jersey
$1.19K
MCA
663
McGuire Capital Advisors
Oklahoma
$1.19K
BCH
664
Berkshire Capital Holdings
California
$1.08K
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$1.08K
PWMG
666
Private Wealth Management Group
New Jersey
$1.08K
TCM
667
Tradewinds Capital Management
Washington
$1.08K
WWA
668
Wealth Watch Advisors
Colorado
$1.08K
SEP
669
Signature Equity Partners
Ohio
$1.08K
WIM
670
Westside Investment Management
California
$1.08K
WCM
671
Winthrop Capital Management
Indiana
$1K
CFM
672
Cornerstone Financial Management
Massachusetts
$976
HFS
673
Hughes Financial Services
Virginia
$868
TPCW
674
TD Private Client Wealth
New York
$868
TFM
675
TFC Financial Management
Massachusetts
$868