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
MPG
651
My Portfolio Guide
California
$1.14K
SWIM
652
Smallwood Wealth Investment Management
New Jersey
$1.04K
WCM
653
Winthrop Capital Management
Indiana
$1K
PWMG
654
Private Wealth Management Group
New Jersey
$947
TCM
655
Tradewinds Capital Management
Washington
$947
Kayne Anderson Rudnick Investment Management
656
Kayne Anderson Rudnick Investment Management
California
$946
WIM
657
Westside Investment Management
California
$946
BCH
658
Berkshire Capital Holdings
California
$946
LAS
659
Lloyd Advisory Services
Georgia
$946
KFG
660
Kingdom Financial Group
Arizona
$946
AWM
661
Abound Wealth Management
Tennessee
$909
CPG
662
Cornerstone Planning Group
New Jersey
$871
CFM
663
Cornerstone Financial Management
Massachusetts
$852
RF
664
Roxbury Financial
New Jersey
$852
BIA
665
Bell Investment Advisors
California
$757
TFM
666
TFC Financial Management
Massachusetts
$757
WCM
667
Westend Capital Management
California
$757
FFO
668
Fortitude Family Office
Arizona
$662
BGAI
669
Bruce G. Allen Investments
Colorado
$662
MCM
670
MV Capital Management
Maryland
$568
OWP
671
ORG Wealth Partners
Texas
$567
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$474
KG
673
Kilter Group
New York
$474
APW
674
Atlantic Private Wealth
North Carolina
$473
QWM
675
Quaker Wealth Management
New Jersey
$379