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Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

52% more call options, than puts

Call options by funds: $754M | Put options by funds: $494M

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$754M
Puts
$494M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$953M
3 +$464M
4
Morgan Stanley
Morgan Stanley
New York
+$397M
5
CLG
Cooperman Leon G
+$376M

Top Sellers

1 -$96.9M
2 -$66.5M
3 -$58.6M
4
PC
PointState Capital
New York
-$38.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$646K
MLM
427
Mount Lucas Management
Pennsylvania
$639K
Royal London Asset Management
428
Royal London Asset Management
United Kingdom
$638K
FFM
429
Forum Financial Management
Illinois
$638K
EMAM
430
Encompass More Asset Management
California
$630K
CWM
431
CIBC World Markets
New York
$617K
US Bancorp
432
US Bancorp
Minnesota
$616K
Credit Agricole
433
Credit Agricole
France
$605K
BFG
434
Bleakley Financial Group
New Jersey
$557K
SOW
435
State of Wyoming
Wyoming
$548K
CAPTRUST Financial Advisors
436
CAPTRUST Financial Advisors
North Carolina
$547K
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$546K
National Bank of Canada
438
National Bank of Canada
Quebec, Canada
$545K
DACG
439
Donor Advised Charitable Giving
California
$541K
PNC Financial Services Group
440
PNC Financial Services Group
Pennsylvania
$539K
LFP
441
Lakeshore Financial Planning
Michigan
$533K
FFA
442
Farther Finance Advisors
California
$532K
Franklin Resources
443
Franklin Resources
California
$532K
MFG
444
Merit Financial Group
Georgia
$531K
AWA
445
Arete Wealth Advisors
Illinois
$529K
CPL
446
CAP Partners LLC
Tennessee
$528K
SA
447
Sage Advisors
Colorado
$527K
FA
448
Fullerton Advisors
California
$526K
BPA
449
Beacon Pointe Advisors
California
$522K
HFM
450
Harvest Fund Management
China
$521K