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Rocket Companies

811 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 302 increasing their positions, 247 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

26% less capital invested

Capital invested by funds: $15.9B → $11.8B (-$4.12B)

229.57% less ownership

Funds ownership: 315.08%85.51% (-230%)

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$618M
Puts
$216M
Net Calls
Net Calls Change

Top Buyers

1 +$243M
2 +$187M
3 +$157M
4
Amundi
Amundi
France
+$151M
5
JP Morgan Chase
JP Morgan Chase
New York
+$118M

Top Sellers

1 -$462M
2 -$203M
3 -$184M
4
Coatue Management
Coatue Management
New York
-$131M
5
Holocene Advisors
Holocene Advisors
New York
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
401
Wellington Shields & Co
New York
$664K
SC
402
Saiph Capital
New Jersey
$658K
AB
403
Amalgamated Bank
New York
$657K
Lido Advisors
404
Lido Advisors
California
$657K
OIMU
405
Osmosis Investment Management UK
United Kingdom
$637K
MAM
406
Morse Asset Management
Connecticut
$627K
CRI
407
Colonial River Investments
Virginia
$609K
Nomura Holdings
408
Nomura Holdings
Japan
$608K
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$607K
CAM
410
Cresset Asset Management
Illinois
$601K
MT
411
Midwest Trust
Kansas
$594K
Prudential Financial
412
Prudential Financial
New Jersey
$592K
Rockefeller Capital Management
413
Rockefeller Capital Management
New York
$589K
OGC
414
One68 Global Capital
New York
$584K
FT
415
Fiduciary Trust
Massachusetts
$564K
STA
416
Summit Trail Advisors
New York
$563K
WWM
417
Whalen Wealth Management
Nevada
$562K
UOTTAIMCU
418
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$558K
ACA
419
Aptus Capital Advisors
Alabama
$558K
DILIC
420
Dai-ichi Life Insurance Company
Japan
$557K
WMA
421
Wealth Management Associates
New Jersey
$557K
I
422
InterCapital
Texas
$544K
AC
423
Aristeia Capital
Connecticut
$537K
USCWA
424
U.S. Capital Wealth Advisors
Texas
$526K
HCM
425
HMS Capital Management
Tennessee
$523K