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Rocket Companies

501 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 193 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: $ → $

35% more funds holding

Funds holding: 372501 (+129)

11% more call options, than puts

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

6.83% less ownership

Funds ownership: 139.21%132.38% (-6.8%)

Holders
501
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
CAL
401
Capital Advisors Ltd
Ohio
$47K
OP
402
ORG Partners
Indiana
$45.3K
O
403
Ossiam
France
$43.8K
CVM
404
Cheviot Value Management
California
$42.2K
EWA
405
EverSource Wealth Advisors
Alabama
$41.9K
CI
406
CX Institutional
Indiana
$39K
CFD
407
Creative Financial Designs
Indiana
$39K
GWM
408
Geneos Wealth Management
Colorado
$37.8K
NFSG
409
Newbridge Financial Services Group
Florida
$37.8K
PCMF
410
Private Capital Management (Florida)
Florida
$36.8K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$33.3K
Mirae Asset Global ETFs Holdings
412
Mirae Asset Global ETFs Holdings
Hong Kong
$33K
Comerica Bank
413
Comerica Bank
Texas
$32.3K
MWA
414
Miller Wealth Advisors
Colorado
$32K
UOTTAIMCU
415
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27.6K
CCM
416
Cloud Capital Management
Washington
$25K
HCM
417
Hollencrest Capital Management
California
$19.4K
HHGA
418
Halbert Hargrove Global Advisors
California
$17.9K
PWAM
419
Private Wealth Asset Management
Iowa
$16.3K
TWC
420
TD Waterhouse Canada
Ontario, Canada
$15.4K
MSWA
421
Marshall & Sterling Wealth Advisors
New York
$15.3K
WA
422
WPG Advisers
Maryland
$14.9K
Optiver Holding
423
Optiver Holding
Netherlands
$14.4K
FHC
424
First Horizon Corporation
Tennessee
$14.1K
AUB
425
Atlantic Union Bankshares
Virginia
$13.4K