Roku
ROKU
786 hedge funds and large institutions have $15.7B invested in Roku in 2026 Q2 according to their latest regulatory filings, with 206 funds opening new positions, 230 increasing their positions, 245 reducing their positions, and 109 closing their positions.
90% more funds holding in top 10
Funds holding in top 10: 10 → 19 (+9)
89% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 109
47% more capital invested
Capital invested by funds: $10.7B → $15.7B (+$5.04B)
13% more funds holding
Funds holding: 697 → 786 (+89)
0.5% more ownership
Funds ownership: 86.5% → 87% (+0.5%)
1% less call options, than puts
Call options by funds: $672M | Put options by funds: $676M
6% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$727M |
| 2 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$528M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$356M |
| 4 |
State Street
Boston,
Massachusetts
|
+$226M |
| 5 |
Goldman Sachs
New York
|
+$207M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.43B |
| 2 |
AIM
ARK Investment Management
St. Petersburg,
Florida
|
-$393M |
| 3 |
NAMA
Nikko Asset Management Americas
New York
|
-$155M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$152M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$142M |
ROKU Hedge Fund Activity: Q2 2026 in Review
786 of the 8,348 institutional investors tracked by Wall St. Rank reported a position in Roku (ROKU) for Q2 2026, worth a combined $15.7B — up 47% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new ROKU positions and 109 closed out — a net gain of 97 holders — while 230 added to existing stakes and 245 trimmed.
The largest buyer was BlackRock, adding an estimated $727M. The largest seller was Fidelity Investments, cutting an estimated $1.43B.
- 786 institutional investors held Roku (ROKU) as of Q2 2026, up from 697 in Q1 2026.
- Funds reported $15.7B of Roku stock for Q2 2026, up 47% quarter-over-quarter.
- 206 funds opened new Roku positions in Q2 2026 and 109 closed out, a net change of +97 holders.
- The largest Roku buyer in Q2 2026 was BlackRock, an estimated $727M added.
- The largest Roku seller in Q2 2026 was Fidelity Investments, an estimated $1.43B sold.
Based on aggregated 13F filings for Q2 2026.