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Rocket Companies

775 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 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)

53% more funds holding

Funds holding: 506775 (+269)

52% more call options, than puts

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

Holders
775
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
Capstone Investment Advisors
276
Capstone Investment Advisors
New York
$2.18M
ACM
277
Anfield Capital Management
California
$2.18M
BIG
278
Brooklyn Investment Group
New York
$2.16M
Truist Financial
279
Truist Financial
North Carolina
$2.15M
KPWS
280
Kestra Private Wealth Services
Texas
$2.13M
Jones Financial Companies
281
Jones Financial Companies
Missouri
$2.12M
ET
282
Entropy Technologies
New York
$2.12M
IC
283
IEQ Capital
California
$2.1M
MTIC
284
Missouri Trust & Investment Company
Missouri
$2.06M
GP
285
Guardian Partners
Canada
$2.04M
AI
286
Atom Investors
Texas
$2.01M
PCM
287
Pinnbrook Capital Management
New York
$1.98M
Korea Investment Corp
288
Korea Investment Corp
South Korea
$1.97M
SAMU
289
SONA Asset Management (US)
New York
$1.94M
CRB
290
Chad R. Baker
$1.93M
Baird Financial Group
291
Baird Financial Group
Wisconsin
$1.93M
X
292
Xponance
Pennsylvania
$1.92M
Nordea Investment Management
293
Nordea Investment Management
Sweden
$1.92M
HS
294
HighVista Strategies
Massachusetts
$1.89M
BRWA
295
B. Riley Wealth Advisors
Florida
$1.88M
HCA
296
Harbor Capital Advisors
Illinois
$1.86M
WSCM
297
Wellington Shields Capital Management
New York
$1.85M
GC
298
Gould Capital
Washington
$1.84M
BOH
299
Bank of Hawaii
Hawaii
$1.8M
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$1.76M