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Rocket Companies

506 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 197 funds opening new positions, 195 increasing their positions, 79 reducing their positions, and 62 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: $ → $

36% more funds holding

Funds holding: 373506 (+133)

11% more call options, than puts

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

6.82% less ownership

Funds ownership: 139.22%132.4% (-6.8%)

Holders
506
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
ET
301
Equitable Trust
Tennessee
$339K
LIP
302
Lighthouse Investment Partners
Florida
$327K
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$318K
TGIA
304
Torrey Growth & Income Advisors
California
$318K
California State Teachers Retirement System (CalSTRS)
305
California State Teachers Retirement System (CalSTRS)
California
$318K
VFA
306
Valeo Financial Advisors
Indiana
$318K
ECM
307
Everence Capital Management
Indiana
$317K
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$311K
FWM
309
FLP Wealth Management
Arkansas
$309K
KRS
310
Kentucky Retirement Systems
Kentucky
$306K
SCM
311
Sterling Capital Management
North Carolina
$301K
CH
312
Canton Hathaway
Rhode Island
$295K
Mackenzie Financial
313
Mackenzie Financial
Ontario, Canada
$294K
PCM
314
Pointe Capital Management
Michigan
$291K
LFP
315
Lakeshore Financial Planning
Michigan
$291K
LCS
316
Levin Capital Strategies
New York
$290K
FC
317
FORA Capital
Florida
$288K
MFG
318
Merit Financial Group
Georgia
$288K
SCM
319
Schnieders Capital Management
California
$288K
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$286K
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$286K
KeyBank National Association
322
KeyBank National Association
Ohio
$284K
GC
323
Guggenheim Capital
Illinois
$283K
CRI
324
Colonial River Investments
Virginia
$282K
AWM
325
Axxcess Wealth Management
California
$282K