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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
CS
301
Cannell & Spears
New York
$1.72M
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$1.65M
S
303
SimplyRich
California
$1.63M
Daiwa Securities Group
304
Daiwa Securities Group
Japan
$1.63M
VT
305
Vise Technologies
New York
$1.63M
OIS
306
Okabena Investment Services
Minnesota
$1.62M
Grantham, Mayo, Van Otterloo & Co (GMO)
307
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.6M
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$1.59M
CHP
309
Castle Hook Partners
New York
$1.59M
Universal-Beteiligungs- und Servicegesellschaft
310
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.58M
QC
311
Quadrature Capital
United Kingdom
$1.58M
PWM
312
Perigon Wealth Management
California
$1.58M
AAM
313
Advisors Asset Management
Colorado
$1.58M
CA
314
Clearstead Advisors
Ohio
$1.55M
AGC
315
Aspen Grove Capital
Colorado
$1.55M
WMA
316
Wealth Management Associates
New Jersey
$1.54M
GRP
317
Global Retirement Partners
California
$1.54M
SO
318
STRS Ohio
Ohio
$1.54M
AV
319
ASR Vermogensbeheer
Netherlands
$1.53M
AIM
320
Aigen Investment Management
New York
$1.51M
SC
321
Slotnik Capital
Texas
$1.51M
BNP Paribas Asset Management
322
BNP Paribas Asset Management
France
$1.5M
NEI
323
Northwest & Ethical Investments
Ontario, Canada
$1.49M
Neuberger Berman Group
324
Neuberger Berman Group
New York
$1.48M
VA
325
Vident Advisory
Georgia
$1.47M