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Rocket Companies

506 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 197 funds opening new positions, 195 increasing their positions, 79 reducing their positions, and 62 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: $ → $

36% more funds holding

Funds holding: 373506 (+133)

11% more call options, than puts

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

6.82% less ownership

Funds ownership: 139.22%132.4% (-6.8%)

Holders
506
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
SA
451
Scarborough Advisors
Maryland
$3.88K
GBT
452
Grove Bank & Trust
Florida
$3.82K
RTL
453
Red Tortoise LLC
Georgia
$3.58K
GEA
454
Glen Eagle Advisors
New Jersey
$3.33K
HFS
455
Hantz Financial Services
Michigan
$3K
BFS
456
Bare Financial Services
Pennsylvania
$2.77K
MCM
457
MV Capital Management
Maryland
$2.73K
RIL
458
Rothschild Investment LLC
Illinois
$2.36K
CT
459
Clearstead Trust
Maine
$2.31K
PWA
460
Physician Wealth Advisors
Utah
$2.11K
CAM
461
Clarity Asset Management
Iowa
$2.04K
NL
462
NVWM LLC
Pennsylvania
$2.04K
GSWM
463
Golden State Wealth Management
California
$1.94K
AIC
464
Archer Investment Corporation
Indiana
$1.94K
AP
465
Aspect Partners
Virginia
$1.82K
CFO
466
CVA Family Office
Colorado
$1.51K
GWSA
467
Global Wealth Strategies & Associates
Colorado
$1.42K
JWM
468
JPL Wealth Management
Colorado
$1.38K
TWD
469
True Wealth Design
Ohio
$1.3K
ACM
470
Anfield Capital Management
California
$1.24K
RFP
471
Root Financial Partners
California
$1.22K
SC
472
Stephens Consulting
Michigan
$1.16K
SIS
473
Strategic Investment Solutions
Illinois
$1.16K
GIA
474
GHP Investment Advisors
Colorado
$1.1K
C
475
Covestor
United Kingdom
$1K