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Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

52% more call options, than puts

Call options by funds: $754M | Put options by funds: $494M

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$754M
Puts
$494M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$953M
3 +$464M
4
Morgan Stanley
Morgan Stanley
New York
+$397M
5
CLG
Cooperman Leon G
+$376M

Top Sellers

1 -$96.9M
2 -$66.5M
3 -$58.6M
4
PC
PointState Capital
New York
-$38.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
476
Whalen Wealth Management
Nevada
$451K
LOAMS
477
Lombard Odier Asset Management (Switzerland)
Switzerland
$445K
SAM
478
Smartleaf Asset Management
Massachusetts
$441K
EOJOAM
479
E. Ohman J:or Asset Management
Sweden
$441K
KFA
480
Kelleher Financial Advisors
New York
$440K
NA
481
NewEdge Advisors
Louisiana
$439K
UCFA
482
United Capital Financial Advisors
Texas
$439K
CIM
483
Cambria Investment Management
California
$434K
MAM
484
Morse Asset Management
Connecticut
$434K
SWM
485
Spire Wealth Management
Virginia
$432K
HWM
486
HB Wealth Management
Georgia
$428K
KeyBank National Association
487
KeyBank National Association
Ohio
$427K
PFGIA
488
Patriot Financial Group Insurance Agency
Massachusetts
$415K
WAM
489
Weiss Asset Management
Massachusetts
$412K
PVI
490
Pine Valley Investments
New Jersey
$412K
CH
491
Canton Hathaway
Rhode Island
$408K
Comerica Bank
492
Comerica Bank
Texas
$401K
SM
493
Sciencast Management
New Jersey
$399K
VI
494
Vestcor Inc
New Brunswick, Canada
$397K
LCS
495
Levin Capital Strategies
New York
$395K
DWM
496
Dakota Wealth Management
Florida
$394K
LAM
497
LECAP Asset Management
United Kingdom
$392K
RA
498
RFG Advisory
Alabama
$391K
FCM
499
Fieldview Capital Management
Michigan
$391K
O
500
Ossiam
France
$390K