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Rocket Companies

374 hedge funds and large institutions have $2.99B invested in Rocket Companies in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

94% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 71

80% more capital invested

Capital invested by funds: $1.66B → $2.99B (+$1.33B)

46.22% more ownership

Funds ownership: 93%139.23% (+46%)

21% more funds holding

Funds holding: 308374 (+66)

0% more call options, than puts

Call options by funds: $317M | Put options by funds: $316M

Holders
374
Holders Change
+66
Holders Change %
+21.43%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
125
Increased
138
Reduced
71
Closed
56
Calls
$317M
Puts
$316M
Net Calls
+$1.01M
Net Calls Change
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
326
NBC Securities
Alabama
$6K +$3.4K +262 +131%
FFO
327
Fortitude Family Office
Arizona
$5.93K -$1.04K -80 -16%
FHA
328
First Horizon Advisors
Tennessee
$5.8K -$843 -65 -14%
LFG
329
Larson Financial Group
Missouri
$5.79K +$5.2K +401 +5,729%
MFT
330
Moisand Fitzgerald Tamayo
Florida
$5.67K
TPWA
331
Twin Peaks Wealth Advisors
California
$5.22K +$3.71K +286 New
AW
332
Avion Wealth
Texas
$5K
SC
333
Stephens Consulting
Michigan
$4.93K +$3.74K +288 +480%
AA
334
Ancora Advisors
Ohio
$4.65K +$234 +18 +6%
BCM
335
Berbice Capital Management
New York
$4.25K +$3.89K +300 New
BGAI
336
Bruce G. Allen Investments
Colorado
$4.08K
MCM
337
MAI Capital Management
Ohio
$3.91K -$1.19K -92 -25%
RS
338
Rakuten Securities
Japan
$3.83K -$3.24K -250 -48%
AAS
339
Ameritas Advisory Services
Nebraska
$3.37K +$3.08K +237 New
TIM
340
Tortoise Investment Management
New York
$3K +$143 +11 +6%
NFSG
341
Newbridge Financial Services Group
Florida
$2.84K +$2.6K +200 New
SA
342
Scarborough Advisors
Maryland
$2.84K +$2.6K +200 New
WA
343
WPG Advisers
Maryland
$2.77K
CVM
344
Cheviot Value Management
California
$2.66K +$2.05K +158 New
RTL
345
Red Tortoise LLC
Georgia
$2.62K
NA
346
NewEdge Advisors
Louisiana
$2.13K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$1.86K +$52 +4 +3%
PS
348
Principal Securities
Iowa
$1.73K -$34.4K -2,651 -96%
WA
349
Whipplewood Advisors
Colorado
$1.49K +$1.32K +102 +3,400%
FDCDDQ
350
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42K

RKT Hedge Fund Activity: Q2 2025 in Review

374 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2025, worth a combined $2.99B — up 80% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new RKT positions and 56 closed out — a net gain of 69 holders — while 138 added to existing stakes and 71 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $109M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $34.7M sold.

  • 374 institutional investors held Rocket Companies (RKT) as of Q2 2025, up from 308 in Q1 2025.
  • Funds reported $2.99B of Rocket Companies stock for Q2 2025, up 80% quarter-over-quarter.
  • 125 funds opened new Rocket Companies positions in Q2 2025 and 56 closed out, a net change of +69 holders.
  • The largest Rocket Companies buyer in Q2 2025 was ValueAct Holdings, an estimated $109M added.
  • The largest Rocket Companies seller in Q2 2025 was Freestone Grove Partners, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2025.