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
FPB
776
First PREMIER Bank
South Dakota
PGAM
777
Princeton Global Asset Management
New Jersey
SHF
778
Safe Harbor Fiduciary
Florida
GWM
779
Greenline Wealth Management
Florida
CRI
780
Commonwealth Retirement Investments
Virginia
PFO
781
Pioneer Family Office
Florida
BCM
782
Berbice Capital Management
New York
T. Rowe Price Investment Management
783
T. Rowe Price Investment Management
Maryland
EW
784
Elyxium Wealth
California
AEPWM
785
Atlantic Edge Private Wealth Management
Florida
PUI
786
Purpose Unlimited Inc
PIS
787
POM Investment Strategies
North Carolina
VWWMG
788
Vermillion & White Wealth Management Group
Pennsylvania
GAMC
789
Garner Asset Management Corp
Texas
UFPG
790
United Financial Planning Group
New York
WWA
791
Wealth Watch Advisors
Colorado
TPCW
792
TD Private Client Wealth
New York
AWA
793
Acumen Wealth Advisors
Tennessee
WW
794
Winnow Wealth
Texas
SA
795
Strategic Advocates
Utah
JWM
796
Jessup Wealth Management
Ohio
LP
797
LMR Partners
United Kingdom
MMCM
798
Murphy & Mullick Capital Management
New York
RJA
799
Ross\Johnson & Associates
Minnesota