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Rocket Companies

501 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 193 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: $ → $

35% more funds holding

Funds holding: 372501 (+129)

11% more call options, than puts

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

6.83% less ownership

Funds ownership: 139.21%132.38% (-6.8%)

Holders
501
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
AF
476
Advisornet Financial
Minnesota
$581
CIAS
477
CBIZ Investment Advisory Services
Ohio
$581
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563
BTI
479
Blue Trust Inc
Georgia
$543
SA
480
Strategic Advocates
Utah
$465
W
481
WealthCollab
Washington
$446
RA
482
Rise Advisors
New York
$368
SC
483
SouthState Corp
Florida
$291
PWM
484
Proathlete Wealth Management
Florida
$290
JWA
485
JFS Wealth Advisors
Pennsylvania
$214
BCH
486
Berkshire Capital Holdings
California
$194
BMC
487
Bear Mountain Capital
Washington
$187
GFWA
488
Grey Fox Wealth Advisors
Delaware
$155
LP
489
LMR Partners
United Kingdom
$116
SGCM
490
Sand Grove Capital Management
United Kingdom
$116
AssetMark Inc
491
AssetMark Inc
California
$97
FDW
492
Fourth Dimension Wealth
Ohio
$78
WWA
493
Wealth Watch Advisors
Colorado
$78
BHWM
494
Bay Harbor Wealth Management
Maryland
$58
BWL
495
Bogart Wealth LLC
Virginia
$39
SIC
496
SJS Investment Consulting
Ohio
$20
HIA
497
HFM Investment Advisors
New Jersey
$19
TC
498
Trium Capital
United Kingdom
$19
AA
499
Ancora Advisors
Ohio
$4
CCM
500
Cinctive Capital Management
New York