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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
AGAM
176
Audent Global Asset Management
California
$1.57M +$1.11M +14,584 +223%
GCP
177
GSA Capital Partners
United Kingdom
$1.56M +$639K +8,435 +67%
URS
178
Utah Retirement Systems
Utah
$1.55M
Ameriprise
179
Ameriprise
Minnesota
$1.52M -$29.3M -386,555 -95%
TC
180
Tairen Capital
Hong Kong
$1.49M +$1.52M +20,000 New
EP
181
Edgestream Partners
New Jersey
$1.48M +$542K +7,158 +56%
ERSOT
182
Employees Retirement System of Texas
Texas
$1.45M
HT
183
Headlands Technologies
Illinois
$1.44M +$1.47M +19,410 New
MP
184
McDonald Partners
Ohio
$1.4M -$15.8K -208 -1%
ACP
185
Aviance Capital Partners
Florida
$1.37M +$381K +5,024 +38%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$1.35M +$1.38M +18,197 New
FRM
187
Fox Run Management
Connecticut
$1.34M +$404K +5,331 +42%
OQS
188
Occudo Quantitative Strategies
Florida
$1.29M +$887K +11,702 +207%
VAM
189
Verity Asset Management
North Carolina
$1.29M +$163K +2,157 +14%
MC
190
Maverick Capital
Texas
$1.28M -$942K -12,425 -42%
BHCM
191
Brevan Howard Capital Management
Jersey
$1.26M -$2.32M -30,549 -64%
KBC Group
192
KBC Group
Belgium
$1.25M -$222K -2,929 -15%
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$1.24M +$32.7K +432 +3%
GS
194
GTS Securities
New York
$1.2M -$5.1M -67,335 -81%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$1.2M
RWPA
196
Richard W. Paul & Associates
Michigan
$1.19M +$13.4K +177 +1%
NAM
197
Nissay Asset Management
Japan
$1.19M +$1.14K +15 +0.1%
Creative Planning
198
Creative Planning
Kansas
$1.19M -$80.7K -1,065 -6%
Victory Capital Management
199
Victory Capital Management
Texas
$1.17M -$26.6K -351 -2%
LSA
200
Leonteq Securities AG
Switzerland
$1.15M +$627K +8,277 +114%

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.