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Rocket Companies

495 hedge funds and large institutions have $6.58B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 191 increasing their positions, 79 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

33% more funds holding

Funds holding: 372495 (+123)

11% more call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.06B

6.86% less ownership

Funds ownership: 139.21%132.36% (-6.9%)

Holders
495
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.06B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$41.9K
CI
402
CX Institutional
Indiana
$39K
CFD
403
Creative Financial Designs
Indiana
$39K
GWM
404
Geneos Wealth Management
Colorado
$37.8K
NFSG
405
Newbridge Financial Services Group
Florida
$37.8K
PCMF
406
Private Capital Management (Florida)
Florida
$36.8K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$33.3K
Mirae Asset Global ETFs Holdings
408
Mirae Asset Global ETFs Holdings
Hong Kong
$33K
Comerica Bank
409
Comerica Bank
Texas
$32.3K
MWA
410
Miller Wealth Advisors
Colorado
$32K
UOTTAIMCU
411
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27.6K
CCM
412
Cloud Capital Management
Washington
$25K
HCM
413
Hollencrest Capital Management
California
$19.4K
HHGA
414
Halbert Hargrove Global Advisors
California
$17.9K
PWAM
415
Private Wealth Asset Management
Iowa
$16.3K
TWC
416
TD Waterhouse Canada
Ontario, Canada
$15.4K
MSWA
417
Marshall & Sterling Wealth Advisors
New York
$15.3K
WA
418
WPG Advisers
Maryland
$14.9K
Optiver Holding
419
Optiver Holding
Netherlands
$14.4K
FHC
420
First Horizon Corporation
Tennessee
$14.1K
AUB
421
Atlantic Union Bankshares
Virginia
$13.4K
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$12K
FGAM
423
Financial Gravity Asset Management
Texas
$10.7K
BCWM
424
Bartlett & Co Wealth Management
Ohio
$9.69K
SC
425
Solstein Capital
California
$9.69K