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Rocket Companies

508 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 195 increasing their positions, 79 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 62

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

147% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 79

119% more capital invested

Capital invested by funds: $2.99B → $6.56B (+$3.57B)

36% more funds holding

Funds holding: 374508 (+134)

11% more call options, than puts

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

6.83% less ownership

Funds ownership: 139.23%132.4% (-6.8%)

Holders
508
Holders Change
+134
Holders Change %
+35.83%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
198
Increased
195
Reduced
79
Closed
62
Calls
$1.17B
Puts
$1.06B
Net Calls
+$113M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
476
GHP Investment Advisors
Colorado
$1.1K +$994 +57 New
C
477
Covestor
United Kingdom
$1K +$87 +5 +16%
BBHC
478
Brown Brothers Harriman & Co
New York
$969 +$872 +50 New
MSG
479
Main Street Group
Virginia
$756 +$680 +39 New
RWM
480
Rialto Wealth Management
New York
$698 +$610 +35 +3,500%
CPG
481
Cornerstone Planning Group
New Jersey
$670 +$192 +11 New
AF
482
Advisornet Financial
Minnesota
$581 +$523 +30 New
CIAS
483
CBIZ Investment Advisory Services
Ohio
$581 +$523 +30 New
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563 -$506 -29 -50%
BTI
485
Blue Trust Inc
Georgia
$543 +$488 +28 New
SA
486
Strategic Advocates
Utah
$465 +$419 +24 New
W
487
WealthCollab
Washington
$446
RA
488
Rise Advisors
New York
$368 +$331 +19 New
SC
489
SouthState Corp
Florida
$291 -$35.6K -2,044 -99%
PWM
490
Proathlete Wealth Management
Florida
$290 +$262 +15 New
JWA
491
JFS Wealth Advisors
Pennsylvania
$214
BCH
492
Berkshire Capital Holdings
California
$194 +$174 +10 New
BMC
493
Bear Mountain Capital
Washington
$187 +$192 +11 New
GFWA
494
Grey Fox Wealth Advisors
Delaware
$155 +$140 +8 New
LP
495
LMR Partners
United Kingdom
$116 +$105 +6 New
SGCM
496
Sand Grove Capital Management
United Kingdom
$116 +$105 +6 New
AssetMark Inc
497
AssetMark Inc
California
$97 +$87 +5 New
FDW
498
Fourth Dimension Wealth
Ohio
$78
WWA
499
Wealth Watch Advisors
Colorado
$78 +$70 +4 New
BHWM
500
Bay Harbor Wealth Management
Maryland
$58 +$17 +1 +50%

RKT Hedge Fund Activity: Q3 2025 in Review

508 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2025, worth a combined $6.56B — up 119% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new RKT positions and 62 closed out — a net gain of 136 holders — while 195 added to existing stakes and 79 trimmed.

The largest buyer was Nuveen, adding an estimated $337M. The largest seller was UBS Group, cutting an estimated $71.4M.

  • 508 institutional investors held Rocket Companies (RKT) as of Q3 2025, up from 374 in Q2 2025.
  • Funds reported $6.56B of Rocket Companies stock for Q3 2025, up 119% quarter-over-quarter.
  • 198 funds opened new Rocket Companies positions in Q3 2025 and 62 closed out, a net change of +136 holders.
  • The largest Rocket Companies buyer in Q3 2025 was Nuveen, an estimated $337M added.
  • The largest Rocket Companies seller in Q3 2025 was UBS Group, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2025.