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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.43B +$350M +4,613,570 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$911M +$14.1M +185,676 +2%
AIM
3
ARK Investment Management
Florida
$793M -$41.7M -550,091 -5%
BlackRock
4
BlackRock
New York
$606M +$40.6M +535,949 +7%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$416M -$64.8M -855,519 -13%
NAMA
6
Nikko Asset Management Americas
New York
$398M -$64.5M -850,846 -14%
State Street
7
State Street
Massachusetts
$198M +$969K +12,786 +0.5%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$196M -$19.8M -261,867 -9%
Marshall Wace
9
Marshall Wace
United Kingdom
$174M +$154M +2,030,036 +664%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$169M +$16.4M +215,841 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$159M +$4.31M +56,820 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$96.4M +$27.1M +357,100 +38%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$96.4M +$82M +1,082,548 +505%
Citadel Advisors
14
Citadel Advisors
Florida
$93.2M -$27.7M -365,386 -23%
Two Sigma Investments
15
Two Sigma Investments
New York
$90M +$55M +726,077 +150%
CCM
16
Cadian Capital Management
New York
$87.6M +$89.3M +1,178,800 New
Morgan Stanley
17
Morgan Stanley
New York
$83.7M -$17.9M -236,850 -17%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$83.2M -$31.6M -416,393 -27%
UBS Group
19
UBS Group
Switzerland
$76.5M +$22.7M +299,431 +41%
Charles Schwab
20
Charles Schwab
California
$73.7M +$2.64M +34,898 +4%
GGHC
21
Gilder Gagnon Howe & Co
New York
$64.3M +$44.7M +589,610 +214%
Northern Trust
22
Northern Trust
Illinois
$53M +$10.9M +144,479 +25%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.1M -$4.81M -63,512 -10%
TCG
24
Tremblant Capital Group
Florida
$43.2M +$44.1M +581,383 New
Capital Fund Management (CFM)
25
Capital Fund Management (CFM)
France
$42.9M -$2.98M -39,386 -6%

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.