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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
FFO
676
Fortitude Family Office
Arizona
$759
MAM
677
Marquette Asset Management
Minnesota
$651
OWP
678
ORG Wealth Partners
Texas
$650
DPW
679
DiNuzzo Private Wealth
Pennsylvania
$543
MCM
680
MV Capital Management
Maryland
$543
AWA
681
Acumen Wealth Advisors
Tennessee
$543
CTB
682
Country Trust Bank
Illinois
$542
APW
683
Atlantic Private Wealth
North Carolina
$542
SA
684
Strategic Advocates
Utah
$443
WW
685
Winnow Wealth
Texas
$436
BGAI
686
Bruce G. Allen Investments
Colorado
$434
CWM
687
Copia Wealth Management
Oregon
$434
QWM
688
Quaker Wealth Management
New Jersey
$434
RCM
689
Ravenstone Capital Management
$434
CPG
690
Cornerstone Planning Group
New Jersey
$403
PWMG
691
Prestige Wealth Management Group
New Jersey
$326
DF
692
Dunhill Financial
United Kingdom
$284
CJ
693
Caitlin John
Michigan
$217
DFA
694
DHJJ Financial Advisors
Illinois
$217
KFI
695
Key Financial Inc
Pennsylvania
$217
PWA
696
Principia Wealth Advisory
Texas
$217
JWM
697
Jessup Wealth Management
Ohio
$217
VWM
698
Vermillion Wealth Management
Minnesota
$217
AWM
699
Abound Wealth Management
Tennessee
$174
ACA
700
American Capital Advisory
Idaho
$109