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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
PWA
451
Physician Wealth Advisors
Utah
$2.11K
NL
452
NVWM LLC
Pennsylvania
$2.04K
CAM
453
Clarity Asset Management
Iowa
$2.04K
GSWM
454
Golden State Wealth Management
California
$1.94K
AIC
455
Archer Investment Corporation
Indiana
$1.94K
AP
456
Aspect Partners
Virginia
$1.82K
CFO
457
CVA Family Office
Colorado
$1.51K
GWSA
458
Global Wealth Strategies & Associates
Colorado
$1.42K
JWM
459
JPL Wealth Management
Colorado
$1.38K
TWD
460
True Wealth Design
Ohio
$1.3K
ACM
461
Anfield Capital Management
California
$1.24K
RFP
462
Root Financial Partners
California
$1.22K
SC
463
Stephens Consulting
Michigan
$1.16K
GIA
464
GHP Investment Advisors
Colorado
$1.1K
C
465
Covestor
United Kingdom
$1K
BBHC
466
Brown Brothers Harriman & Co
New York
$969
MSG
467
Main Street Group
Virginia
$756
RWM
468
Rialto Wealth Management
New York
$698
CPG
469
Cornerstone Planning Group
New Jersey
$670
AF
470
Advisornet Financial
Minnesota
$581
CIAS
471
CBIZ Investment Advisory Services
Ohio
$581
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563
BTI
473
Blue Trust Inc
Georgia
$543
SA
474
Strategic Advocates
Utah
$465
W
475
WealthCollab
Washington
$446