We are live on ! Find out more

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
YIH
201
Y-Intercept (HK)
Hong Kong
$1.14M +$1.17M +15,379 New
FCM
202
Fieldview Capital Management
Michigan
$1.13M +$1.15M +15,137 New
HighTower Advisors
203
HighTower Advisors
Illinois
$1.12M +$150K +1,974 +15%
QC
204
Quadrature Capital
United Kingdom
$1.1M -$4.07M -53,658 -78%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.1M -$48.7K -642 -4%
GC
206
Guggenheim Capital
Illinois
$1.08M +$570K +7,518 +108%
UAG
207
United Advisor Group
Ohio
$1.07M +$9.85K +130 +0.9%
Corient Private Wealth
208
Corient Private Wealth
Florida
$1.05M +$4.93K +65 +0.5%
X
209
Xponance
Pennsylvania
$1.04M +$135K +1,783 +15%
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$1.04M +$200K +2,640 +23%
OAC
211
OMERS Administration Corp
Ontario, Canada
$1.02M -$349K -4,608 -25%
CM
212
Caption Management
Oklahoma
$1.02M +$1.04M +13,700 New
GIA
213
Gateway Investment Advisers
Ohio
$1.01M +$4.93K +65 +0.5%
VI
214
Versor Investments
New York
$1.01M +$431K +5,681 +72%
JFG
215
Jefferies Financial Group
New York
$1.01M +$151K +1,988 +17%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$982K
IC
217
IEQ Capital
California
$955K +$151K +1,990 +18%
Allianz Asset Management
218
Allianz Asset Management
Germany
$935K +$90.8K +1,198 +11%
MIC
219
Maxi Investments CY
Cyprus
$929K +$947K +12,500 New
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$925K -$463K -6,110 -33%
VPIM
221
Vanguard Personalized Indexing Management
California
$905K -$985 -13 -0.1%
ICP
222
Interchange Capital Partners
Pennsylvania
$899K -$56.5K -745 -6%
QCM
223
Qsemble Capital Management
New York
$887K +$904K +11,934 New
AAS
224
Avantax Advisory Services
Texas
$842K +$26.7K +352 +3%
DT
225
Diversified Trust
Tennessee
$832K -$1.88M -24,860 -69%

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.