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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$5.33M
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$5.3M +$977K +12,893 +22%
AllianceBernstein
103
AllianceBernstein
Tennessee
$5.12M -$122K -1,609 -2%
ACM
104
Aquatic Capital Management
Illinois
$4.93M +$5.03M +66,338 New
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$4.8M -$227K -3,000 -4%
Lido Advisors
106
Lido Advisors
California
$4.74M +$2.13M +28,110 +79%
TC
107
TwinBeech Capital
New York
$4.62M +$4.7M +62,083 New
SC
108
Shellback Capital
Massachusetts
$4.46M +$4.55M +60,000 New
KOC
109
Koss-Olinger Consulting
Florida
$4.46M +$757K +9,992 +20%
Norges Bank
110
Norges Bank
Norway
$4.35M -$75.7M -999,480 -94%
UOC
111
UBS O'Connor
Illinois
$4.35M +$57.4K +757 +1%
BEI
112
Benjamin Edwards Inc
Missouri
$4.3M -$124K -1,640 -3%
AVA
113
Atlas Venture Advisors
Massachusetts
$4.29M
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$4.13M +$26.5K +350 +0.6%
SFI
115
Susquehanna Fundamental Investments
Pennsylvania
$4.12M +$4.2M +55,413 New
Walleye Capital
116
Walleye Capital
New York
$4.08M -$17.9M -236,536 -81%
DB
117
Danske Bank
Denmark
$3.89M +$485K +6,400 +14%
MC
118
Metavasi Capital
New York
$3.87M -$2.12M -28,000 -35%
MWVC
119
Morgens Waterfall Vintiadis & Co
New York
$3.87M +$3.94M +52,000 New
BFIC
120
Bedell Frazier Investment Counselling
California
$3.7M +$3.77M +49,726 New
American Century Companies
121
American Century Companies
Missouri
$3.69M +$1.71M +22,600 +84%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$3.65M -$563K -7,425 -13%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$3.58M
AF
124
Avanza Fonder
Sweden
$3.5M +$3.57M +47,071 New
GCM
125
Graham Capital Management
Connecticut
$3.48M +$2.8M +36,929 +374%

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.