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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.

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 %
TWD
351
True Wealth Design
Ohio
$951 +$923 +65 +3,250%
RIL
352
Rothschild Investment LLC
Illinois
$851 +$425 +30 +100%
MYIA
353
Mount Yale Investment Advisors
Colorado
$837 +$837 +59 New
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$823 +$823 +58 New
ADL
355
Asset Dedication LLC
California
$681 – – –
MCM
356
MV Capital Management
Maryland
$568 +$43 +3 +8%
W
357
WealthCollab
Washington
$327 – – –
JWA
358
JFS Wealth Advisors
Pennsylvania
$156 -$383 -27 -71%
CFD
359
Creative Financial Designs
Indiana
$142 +$142 +10 New
FDW
360
Fourth Dimension Wealth
Ohio
$57 – – –
AUB
361
Atlantic Union Bankshares
Virginia
$43 +$43 +3 New
BHWM
362
Bay Harbor Wealth Management
Maryland
$28 +$14 +1 +100%
SIC
363
SJS Investment Consulting
Ohio
$15 -$30 -2 -67%
RWM
364
Rialto Wealth Management
New York
$15 +$15 +1 New
PWM
365
Parkworth Wealth Management
California
$14 – – –
HIA
366
HFM Investment Advisors
New Jersey
$14 +$14 +1 New
FGP
367
Freestone Grove Partners
California
– -$34.7M -2,871,272 Closed
CIA
368
Caledonia Investments (Australia)
Australia
– -$24.2M -2,004,152 Closed
ACL
369
Azora Capital LP
Florida
– -$16.1M -1,332,096 Closed
FBCM
370
Fort Baker Capital Management
California
– -$8.38M -694,138 Closed
Holocene Advisors
371
Holocene Advisors
New York
– -$8.23M -682,155 Closed
AIMCA
372
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$6.64M -550,000 Closed
NSGL
373
No Street GP LP
California
– -$6.34M -525,000 Closed
WP
374
Woodline Partners
California
– -$5.38M -445,838 Closed
SC
375
Samlyn Capital
New York
– -$5.1M -422,188 Closed
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15
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