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Rocket Companies

775 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 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)

53% more funds holding

Funds holding: 506775 (+269)

52% more call options, than puts

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

Holders
775
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
BCI
426
Brinker Capital Investments
Pennsylvania
$671K
PUI
427
Purpose Unlimited Inc
$664K
HNB
428
Huntington National Bank
Ohio
$653K
NDSIB
429
North Dakota State Investment Board
North Dakota
$647K
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$646K
MLM
431
Mount Lucas Management
Pennsylvania
$639K
Royal London Asset Management
432
Royal London Asset Management
United Kingdom
$638K
FFM
433
Forum Financial Management
Illinois
$638K
EMAM
434
Encompass More Asset Management
California
$630K
CWM
435
CIBC World Markets
New York
$617K
US Bancorp
436
US Bancorp
Minnesota
$616K
Credit Agricole
437
Credit Agricole
France
$605K
BFG
438
Bleakley Financial Group
New Jersey
$557K
SOW
439
State of Wyoming
Wyoming
$548K
CAPTRUST Financial Advisors
440
CAPTRUST Financial Advisors
North Carolina
$547K
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$546K
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$545K
DACG
443
Donor Advised Charitable Giving
California
$541K
PNC Financial Services Group
444
PNC Financial Services Group
Pennsylvania
$539K
LFP
445
Lakeshore Financial Planning
Michigan
$533K
FFA
446
Farther Finance Advisors
California
$532K
Franklin Resources
447
Franklin Resources
California
$532K
MFG
448
Merit Financial Group
Georgia
$531K
AWA
449
Arete Wealth Advisors
Illinois
$529K
CPL
450
CAP Partners LLC
Tennessee
$528K