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557 hedge funds and large institutions have $8B invested in Roku in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 174 increasing their positions, 168 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 76

3% more funds holding

Funds holding: 539557 (+18)

4% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 168

0% more capital invested

Capital invested by funds: $7.96B → $8B (+$36.9M)

0.3% more ownership

Funds ownership: 83.79%84.09% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less call options, than puts

Call options by funds: $917M | Put options by funds: $974M

Holders
557
Holders Change
+18
Holders Change %
+3.34%
% of All Funds
7.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
102
Increased
174
Reduced
168
Closed
76
Calls
$917M
Puts
$974M
Net Calls
-$56.8M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$18.8M +$8.07M +106,430 +73%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$17.3M -$909K -12,000 -5%
EGM
53
Engineers Gate Manager
New York
$16.1M +$10.4M +137,795 +176%
Amundi
54
Amundi
France
$15.1M +$4.63M +61,056 +50%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$14.8M -$411K -5,424 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$14.6M -$954K -12,591 -6%
ARAM
57
Ardmore Road Asset Management
New York
$14.4M -$4.25M -56,024 -22%
PAM
58
Panagora Asset Management
Massachusetts
$13.6M +$1.3M +17,212 +10%
BBL
59
Beck Bode LLC
Massachusetts
$13.5M +$13.8M +181,903 New
TD Asset Management
60
TD Asset Management
Ontario, Canada
$12.7M +$127K +1,677 +1%
Millennium Management
61
Millennium Management
New York
$11.9M -$70.6M -931,737 -85%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$11.5M -$788K -10,397 -6%
Parallax Volatility Advisers
63
Parallax Volatility Advisers
California
$11.5M +$3.16M +41,711 +37%
Barclays
64
Barclays
United Kingdom
$11.1M +$946K +12,488 +9%
CFM
65
Crawford Fund Management
Massachusetts
$10.9M +$3.03M +39,950 +38%
Squarepoint
66
Squarepoint
New York
$10.8M -$13.7M -180,602 -55%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$10.5M +$288K +3,795 +3%
Verition Fund Management
68
Verition Fund Management
Connecticut
$10.3M +$5.79M +76,343 +122%
JP Morgan Chase
69
JP Morgan Chase
New York
$10.2M -$47.7M -629,967 -82%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$9.78M
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$9.74M +$3.56M +47,006 +56%
LPL Financial
72
LPL Financial
California
$9.7M +$932K +12,298 +10%
TI
73
Tidal Investments
Wisconsin
$9.49M +$9.09M +119,911 +1,548%
Wells Fargo
74
Wells Fargo
California
$9.43M -$49K -646 -0.5%
Simplex Trading
75
Simplex Trading
Illinois
$9.07M +$5.46M +72,013 +144%

ROKU Hedge Fund Activity: Q4 2024 in Review

557 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q4 2024, worth a combined $8B — up 0.46% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ROKU positions and 76 closed out — a net gain of 26 holders — while 174 added to existing stakes and 168 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $350M. The largest seller was Balyasny Asset Management, cutting an estimated $148M.

  • 557 institutional investors held Roku (ROKU) as of Q4 2024, up from 539 in Q3 2024.
  • Funds reported $8B of Roku stock for Q4 2024, up 0.46% quarter-over-quarter.
  • 102 funds opened new Roku positions in Q4 2024 and 76 closed out, a net change of +26 holders.
  • The largest Roku buyer in Q4 2024 was Fidelity Investments, an estimated $350M added.
  • The largest Roku seller in Q4 2024 was Balyasny Asset Management, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2024.