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Rocket Companies

308 hedge funds and large institutions have $1.66B invested in Rocket Companies in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 107 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 35

93% more call options, than puts

Call options by funds: $119M | Put options by funds: $61.7M

53% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 70

35% more capital invested

Capital invested by funds: $1.23B → $1.66B (+$428M)

17.94% more ownership

Funds ownership: 75.06%93% (+18%)

15% more funds holding

Funds holding: 268308 (+40)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
308
Holders Change
+40
Holders Change %
+14.93%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
80
Increased
107
Reduced
70
Closed
35
Calls
$119M
Puts
$61.7M
Net Calls
+$57.5M
Net Calls Change
+$7.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$14M +$8.96M +694,779 +148%
LPL Financial
27
LPL Financial
California
$12.3M +$1.47M +113,883 +13%
AllianceBernstein
28
AllianceBernstein
Tennessee
$11.5M +$11.8M +910,847 +2,402%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$10M -$16.5M -1,277,952 -61%
Voloridge Investment Management
30
Voloridge Investment Management
Florida
$9.92M -$17.6M -1,365,496 -62%
PJWM
31
Philip James Wealth Mangement
Georgia
$9.25M +$5.95M +461,472 +151%
KCM
32
Kodai Capital Management
Illinois
$8.46M +$9.04M +700,703 New
FBCM
33
Fort Baker Capital Management
California
$8.38M +$8.96M +694,138 New
Holocene Advisors
34
Holocene Advisors
New York
$8.23M +$8.09M +627,096 +1,139%
Bank of America
35
Bank of America
North Carolina
$7.69M +$4.87M +377,549 +146%
Northern Trust
36
Northern Trust
Illinois
$7.37M -$101K -7,805 -1%
Legal & General Group
37
Legal & General Group
United Kingdom
$7.21M +$278K +21,542 +4%
Millennium Management
38
Millennium Management
New York
$6.99M +$1.86M +144,207 +33%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$6.83M +$63.3K +4,906 +0.9%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.64M +$7.1M +550,000 New
NSGL
41
No Street GP LP
California
$6.34M +$6.77M +525,000 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$5.6M +$5.99M +464,100 New
Marshall Wace
43
Marshall Wace
United Kingdom
$5.4M +$4.98M +386,307 +633%
WP
44
Woodline Partners
California
$5.38M +$5.75M +445,838 New
SC
45
Samlyn Capital
New York
$5.1M +$5.45M +422,188 New
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$4.93M -$3.21M -248,520 -38%
AQR Capital Management
47
AQR Capital Management
Connecticut
$4.73M +$4.73M +366,716 +1,087%
UBS AM
48
UBS AM
Illinois
$4.47M +$520K +40,326 +12%
Raymond James Financial
49
Raymond James Financial
Florida
$4.37M +$695K +53,887 +17%
SFM
50
Soros Fund Management
New York
$4.35M +$4.65M +360,400 New

RKT Hedge Fund Activity: Q1 2025 in Review

308 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q1 2025, worth a combined $1.66B — up 35% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new RKT positions and 35 closed out — a net gain of 45 holders — while 107 added to existing stakes and 70 trimmed.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $86.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $18.9M sold.

  • 308 institutional investors held Rocket Companies (RKT) as of Q1 2025, up from 268 in Q4 2024.
  • Funds reported $1.66B of Rocket Companies stock for Q1 2025, up 35% quarter-over-quarter.
  • 80 funds opened new Rocket Companies positions in Q1 2025 and 35 closed out, a net change of +45 holders.
  • The largest Rocket Companies buyer in Q1 2025 was ValueAct Holdings, an estimated $86.8M added.
  • The largest Rocket Companies seller in Q1 2025 was Renaissance Technologies, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2025.