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Rocket Companies

268 hedge funds and large institutions have $1.23B invested in Rocket Companies in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $86.2M | Put options by funds: $35.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 76

2.62% more ownership

Funds ownership: 72.44%75.06% (+2.6%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 269268 (-1)

37% less capital invested

Capital invested by funds: $1.95B → $1.23B (-$721M)

Holders
268
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
55
Increased
90
Reduced
76
Closed
51
Calls
$86.2M
Puts
$35.9M
Net Calls
+$50.3M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
251
Larson Financial Group
Missouri
$1.1K +$908 +61 +165%
SWM
252
Sugarloaf Wealth Management
Georgia
$1K +$1.32K +89 New
HFS
253
Hantz Financial Services
Michigan
$1K -$1.53K -103 -66%
VCM
254
Versant Capital Management
Arizona
$991 +$1.31K +88 New
SC
255
Stephens Consulting
Michigan
$676
ADL
256
Asset Dedication LLC
California
$541
CSWM
257
Cassady Schiller Wealth Management
Ohio
$518 +$685 +46 New
CFO
258
CVA Family Office
Colorado
$484 -$685 -46 -52%
RWPA
259
Richard W. Paul & Associates
Michigan
$225
JWA
260
JFS Wealth Advisors
Pennsylvania
$136
AWM
261
Avior Wealth Management
Nebraska
$78
MCM
262
MV Capital Management
Maryland
$34
SSB
263
Sandy Spring Bank
Maryland
$34
SIC
264
SJS Investment Consulting
Ohio
$34
FFA
265
Frazier Financial Advisors
Ohio
$23
GFPC
266
Global Financial Private Client
Florida
$11 +$15 +1 New
PWM
267
Parkworth Wealth Management
California
$11 +$15 +1 New
CAM
268
Contour Asset Management
New York
-$28.8M -1,499,165 Closed
First Trust Advisors
269
First Trust Advisors
Illinois
-$11.9M -617,809 Closed
Bank of Nova Scotia
270
Bank of Nova Scotia
Ontario, Canada
-$5.56M -289,701 Closed
TC
271
TwinBeech Capital
New York
-$5.06M -263,423 Closed
1832 Asset Management
272
1832 Asset Management
Ontario, Canada
-$4.19M -218,400 Closed
NIP
273
Nicholas Investment Partners
California
-$3.54M -184,406 Closed
SCM
274
Sandler Capital Management
New York
-$3.2M -166,873 Closed
ETC
275
Exchange Traded Concepts
Oklahoma
-$3.06M -159,684 Closed

RKT Hedge Fund Activity: Q4 2024 in Review

268 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2024, worth a combined $1.23B — down 37% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RKT positions and 51 closed out — a net gain of 4 holders — while 90 added to existing stakes and 76 trimmed.

The largest buyer was Boston Partners, adding an estimated $42.1M. The largest seller was Contour Asset Management, exiting entirely with an estimated $28.8M sold.

  • 268 institutional investors held Rocket Companies (RKT) as of Q4 2024, down from 269 in Q3 2024.
  • Funds reported $1.23B of Rocket Companies stock for Q4 2024, down 37% quarter-over-quarter.
  • 55 funds opened new Rocket Companies positions in Q4 2024 and 51 closed out, a net change of +4 holders.
  • The largest Rocket Companies buyer in Q4 2024 was Boston Partners, an estimated $42.1M added.
  • The largest Rocket Companies seller in Q4 2024 was Contour Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2024.