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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
GSWM
351
Golden State Wealth Management
California
$1.42K
BFS
352
Bare Financial Services
Pennsylvania
$1.19K +$1.09K +84 New
PWA
353
Physician Wealth Advisors
Utah
$1.11K +$1.01K +78 New
CFO
354
CVA Family Office
Colorado
$1.11K +$493 +38 +95%
HFS
355
Hantz Financial Services
Michigan
$1K
TWD
356
True Wealth Design
Ohio
$951 +$843 +65 +3,250%
RIL
357
Rothschild Investment LLC
Illinois
$851 +$389 +30 +100%
MYIA
358
Mount Yale Investment Advisors
Colorado
$837 +$765 +59 New
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$823 +$752 +58 New
ADL
360
Asset Dedication LLC
California
$681
MCM
361
MV Capital Management
Maryland
$568 +$39 +3 +8%
W
362
WealthCollab
Washington
$327
JWA
363
JFS Wealth Advisors
Pennsylvania
$156 -$350 -27 -71%
CFD
364
Creative Financial Designs
Indiana
$142 +$130 +10 New
FDW
365
Fourth Dimension Wealth
Ohio
$57
AUB
366
Atlantic Union Bankshares
Virginia
$43 +$39 +3 New
BHWM
367
Bay Harbor Wealth Management
Maryland
$28 +$13 +1 +100%
SIC
368
SJS Investment Consulting
Ohio
$15 -$26 -2 -67%
RWM
369
Rialto Wealth Management
New York
$15 +$13 +1 New
PWM
370
Parkworth Wealth Management
California
$14
HIA
371
HFM Investment Advisors
New Jersey
$14 +$13 +1 New
FGP
372
Freestone Grove Partners
California
-$34.7M -2,871,272 Closed
CIA
373
Caledonia Investments (Australia)
Australia
-$24.2M -2,004,152 Closed
ACL
374
Azora Capital LP
Florida
-$16.1M -1,332,096 Closed
FBCM
375
Fort Baker Capital Management
California
-$8.38M -694,138 Closed

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.