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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
Asset Management One
126
Asset Management One
Japan
$3.46M -$33.5K -442 -1%
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.38M +$3.44M +45,425 New
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.27M -$183K -2,419 -5%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$3.25M -$956K -12,609 -22%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$3.2M +$193K +2,545 +6%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$3.12M -$1.13M -14,957 -26%
Qube Research & Technologies (QRT)
132
Qube Research & Technologies (QRT)
United Kingdom
$3.1M +$3.16M +41,746 New
RFM
133
Royal Fund Management
Florida
$3.03M +$2.45M +32,280 +382%
ASN
134
Advisory Services Network
Georgia
$2.99M +$1.04M +13,733 +52%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$2.99M -$1.24M -16,330 -29%
William Blair & Company
136
William Blair & Company
Illinois
$2.96M -$173K -2,288 -5%
MG
137
Marex Group
$2.96M +$1.22M +16,141 +68%
Raymond James Financial
138
Raymond James Financial
Florida
$2.95M +$3.01M +39,687 New
VOYA Investment Management
139
VOYA Investment Management
Georgia
$2.84M -$64.6M -851,921 -96%
ASRS
140
Arizona State Retirement System
Arizona
$2.75M +$46.4K +612 +2%
Nomura Asset Management
141
Nomura Asset Management
Japan
$2.71M
RAM
142
Resona Asset Management
Japan
$2.7M -$284K -3,750 -9%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$2.57M +$341K +4,500 +15%
Korea Investment Corp
144
Korea Investment Corp
South Korea
$2.49M +$152 +2 +0%
QT
145
Quantbot Technologies
New York
$2.47M +$1.97M +26,057 +362%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$2.47M -$621K -8,188 -20%
IEFM
147
IQ EQ Fund Management
Ireland
$2.33M +$1.33M +17,550 +128%
CC
148
Centiva Capital
New York
$2.24M +$1.1M +14,473 +92%
IWM
149
IHT Wealth Management
Illinois
$2.19M -$22.7K -299 -1%
GAM
150
Gotham Asset Management
New York
$2.18M -$256K -3,380 -10%

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.