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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
BBHC
476
Brown Brothers Harriman & Co
New York
$969
MSG
477
Main Street Group
Virginia
$756
RWM
478
Rialto Wealth Management
New York
$698
CPG
479
Cornerstone Planning Group
New Jersey
$670
AF
480
Advisornet Financial
Minnesota
$581
CIAS
481
CBIZ Investment Advisory Services
Ohio
$581
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563
BTI
483
Blue Trust Inc
Georgia
$543
SA
484
Strategic Advocates
Utah
$465
W
485
WealthCollab
Washington
$446
RA
486
Rise Advisors
New York
$368
SC
487
SouthState Corp
Florida
$291
PWM
488
Proathlete Wealth Management
Florida
$290
JWA
489
JFS Wealth Advisors
Pennsylvania
$214
BCH
490
Berkshire Capital Holdings
California
$194
BMC
491
Bear Mountain Capital
Washington
$187
GFWA
492
Grey Fox Wealth Advisors
Delaware
$155
LP
493
LMR Partners
United Kingdom
$116
SGCM
494
Sand Grove Capital Management
United Kingdom
$116
AssetMark Inc
495
AssetMark Inc
California
$97
FDW
496
Fourth Dimension Wealth
Ohio
$78
WWA
497
Wealth Watch Advisors
Colorado
$78
BHWM
498
Bay Harbor Wealth Management
Maryland
$58
BWL
499
Bogart Wealth LLC
Virginia
$39
SIC
500
SJS Investment Consulting
Ohio
$20