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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
TG
151
TCW Group
California
$2.17M -$1.5M -19,743 -40%
Mariner
152
Mariner
Kansas
$2.16M -$1.29K -17 -0.1%
Canada Life
153
Canada Life
Manitoba, Canada
$2.11M -$18K -237 -0.8%
SS
154
SBI Securities
Japan
$2.09M +$2.13M +28,116 New
BAMF
155
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M +$1.56M +20,623 +278%
IWC
156
Integrated Wealth Concepts
Massachusetts
$2.08M +$538K +7,096 +34%
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.05M -$3.56K -47 -0.2%
FAF
158
Fjarde Ap-fonden
Sweden
$2.02M -$243K -3,200 -11%
Stifel Financial
159
Stifel Financial
Missouri
$2.01M +$124K +1,632 +6%
Cerity Partners
160
Cerity Partners
New York
$1.98M +$11K +145 +0.5%
WP
161
Woodline Partners
California
$1.97M +$2.01M +26,500 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$1.94M +$255K +3,367 +15%
ET
163
Entropy Technologies
New York
$1.9M +$1.4M +18,520 +264%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$1.85M -$477K -6,288 -20%
Franklin Resources
165
Franklin Resources
California
$1.83M -$4.36M -57,555 -70%
KCM
166
Kennondale Capital Management
Virginia
$1.83M +$1.86M +24,557 New
IFG
167
Independent Financial Group
California
$1.82M +$4.55K +60 +0.2%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$1.81M +$243K +3,202 +15%
CCS
169
Concentric Capital Strategies
Connecticut
$1.8M +$1.83M +24,148 New
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.79M
Group One Trading
171
Group One Trading
Illinois
$1.76M +$119K +1,572 +7%
PAG
172
Private Advisor Group
New Jersey
$1.76M +$404K +5,332 +29%
SEI Investments
173
SEI Investments
Pennsylvania
$1.76M +$1.08M +14,268 +152%
II
174
IFM Investors
Australia
$1.69M -$132K -1,736 -7%
DnB Asset Management
175
DnB Asset Management
Norway
$1.65M +$37.5K +495 +2%

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.