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Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

52% more call options, than puts

Call options by funds: $754M | Put options by funds: $494M

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$754M
Puts
$494M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$953M
3 +$464M
4
Morgan Stanley
Morgan Stanley
New York
+$397M
5
CLG
Cooperman Leon G
+$376M

Top Sellers

1 -$96.9M
2 -$66.5M
3 -$58.6M
4
PC
PointState Capital
New York
-$38.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
276
Brooklyn Investment Group
New York
$2.16M
Truist Financial
277
Truist Financial
North Carolina
$2.15M
KPWS
278
Kestra Private Wealth Services
Texas
$2.13M
Jones Financial Companies
279
Jones Financial Companies
Missouri
$2.12M
ET
280
Entropy Technologies
New York
$2.12M
IC
281
IEQ Capital
California
$2.1M
MTIC
282
Missouri Trust & Investment Company
Missouri
$2.06M
GP
283
Guardian Partners
Canada
$2.04M
AI
284
Atom Investors
Texas
$2.01M
Corient Private Wealth
285
Corient Private Wealth
Florida
$2M
PCM
286
Pinnbrook Capital Management
New York
$1.98M
Korea Investment Corp
287
Korea Investment Corp
South Korea
$1.97M
SAMU
288
SONA Asset Management (US)
New York
$1.94M
CRB
289
Chad R. Baker
$1.93M
Baird Financial Group
290
Baird Financial Group
Wisconsin
$1.93M
X
291
Xponance
Pennsylvania
$1.92M
Nordea Investment Management
292
Nordea Investment Management
Sweden
$1.92M
HS
293
HighVista Strategies
Massachusetts
$1.89M
BRWA
294
B. Riley Wealth Advisors
Florida
$1.88M
HCA
295
Harbor Capital Advisors
Illinois
$1.86M
WSCM
296
Wellington Shields Capital Management
New York
$1.85M
GC
297
Gould Capital
Washington
$1.84M
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$1.76M
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$1.75M
HAI
300
Hennessy Advisors Inc
California
$1.74M