RKT icon

Rocket Companies
RKT

Overview Fund Activity

369 hedge funds and large institutions have $2.98B invested in Rocket Companies in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 138 increasing their positions, 70 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+62
Holders Change %
+20.2%
% of All Funds
4.95%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
122
Increased
138
Reduced
70
Closed
56
Calls
$317M
Puts
$316M
Net Calls
+$965K
Net Calls Change
-$56.5M

Top Buyers

1
VH
1
ValueAct Holdings
California
$214M
2
UBS Group
2
UBS Group
Switzerland
$139M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$193M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$251M
5
TP
5
Third Point
New York
$67.4M

Top Sellers

1
FGP
1
Freestone Grove Partners
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$121M
3
Goldman Sachs
3
Goldman Sachs
New York
$13M
4
CIA
4
Caledonia Investments (Australia)
Australia
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
326
Twin Peaks Wealth Advisors
California
$5.23K +$5.23K +286 New
AW
327
Avion Wealth
Texas
$5K – – –
SC
328
Stephens Consulting
Michigan
$4.94K +$4.08K +288 +480%
AA
329
Ancora Advisors
Ohio
$4.65K +$255 +18 +6%
BCM
330
Berbice Capital Management
New York
$4.25K +$4.25K +300 New
BGAI
331
Bruce G. Allen Investments
Colorado
$4.08K – – –
MCM
332
MAI Capital Management
Ohio
$3.91K -$1.31K -92 -25%
RS
333
Rakuten Securities
Japan
$3.83K -$3.55K -250 -48%
AAS
334
Ameritas Advisory Services
Nebraska
$3.37K +$3.37K +237 New
TIM
335
Tortoise Investment Management
New York
$3K +$156 +11 +6%
SA
336
Scarborough Advisors
Maryland
$2.84K +$2.84K +200 New
NFSG
337
Newbridge Financial Services Group
Florida
$2.84K +$2.84K +200 New
WA
338
WPG Advisers
Maryland
$2.77K – – –
CVM
339
Cheviot Value Management
California
$2.66K +$2.66K +158 New
RTL
340
Red Tortoise LLC
Georgia
$2.62K – – –
NA
341
NewEdge Advisors
Louisiana
$2.13K – – –
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$1.86K +$57 +4 +3%
PS
343
Principal Securities
Iowa
$1.73K -$37.6K -2,651 -96%
WA
344
Whipplewood Advisors
Colorado
$1.49K +$1.45K +102 +3,400%
GSWM
345
Golden State Wealth Management
California
$1.42K – – –
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K – – –
BFS
347
Bare Financial Services
Pennsylvania
$1.19K +$1.19K +84 New
PWA
348
Physician Wealth Advisors
Utah
$1.11K +$1.11K +78 New
CFO
349
CVA Family Office
Colorado
$1.11K +$539 +38 +95%
HFS
350
Hantz Financial Services
Michigan
$1K – – –
12 13
14
15 16