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Rocket Companies

495 hedge funds and large institutions have $6.58B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 191 increasing their positions, 79 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

33% more funds holding

Funds holding: 372495 (+123)

11% more call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.06B

6.86% less ownership

Funds ownership: 139.21%132.36% (-6.9%)

Holders
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.06B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TGIA
301
Torrey Growth & Income Advisors
California
$318K
California State Teachers Retirement System (CalSTRS)
302
California State Teachers Retirement System (CalSTRS)
California
$318K
VFA
303
Valeo Financial Advisors
Indiana
$318K
ECM
304
Everence Capital Management
Indiana
$317K
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$311K
FWM
306
FLP Wealth Management
Arkansas
$309K
KRS
307
Kentucky Retirement Systems
Kentucky
$306K
SCM
308
Sterling Capital Management
North Carolina
$301K
CH
309
Canton Hathaway
Rhode Island
$295K
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$294K
PCM
311
Pointe Capital Management
Michigan
$291K
LFP
312
Lakeshore Financial Planning
Michigan
$291K
LCS
313
Levin Capital Strategies
New York
$290K
FC
314
FORA Capital
Florida
$288K
MFG
315
Merit Financial Group
Georgia
$288K
SCM
316
Schnieders Capital Management
California
$288K
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$286K
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$286K
KeyBank National Association
319
KeyBank National Association
Ohio
$284K
GC
320
Guggenheim Capital
Illinois
$283K
CRI
321
Colonial River Investments
Virginia
$282K
AWM
322
Axxcess Wealth Management
California
$282K
AV
323
Alamea Verwaltungs
New Jersey
$276K
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$273K
BPA
325
Beacon Pointe Advisors
California
$272K