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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
CFO
501
Callan Family Office
Pennsylvania
$389K
VFA
502
Valeo Financial Advisors
Indiana
$389K
TWM
503
Trueblood Wealth Management
Ohio
$388K
Belvedere Trading
504
Belvedere Trading
Illinois
$387K
PCM
505
Prelude Capital Management
New York
$387K
EFG
506
Everhart Financial Group
Ohio
$385K
IFWM
507
Institute for Wealth Management
Colorado
$383K
AI
508
Atria Investments
North Carolina
$383K
WIA
509
World Investment Advisors
California
$379K
A
510
AlphaQuest
New York
$372K
PAM
511
Panagora Asset Management
Massachusetts
$370K
UM
512
UniSuper Management
Australia
$368K
RWM
513
Ritholtz Wealth Management
New York
$363K
QCM
514
QRG Capital Management
Illinois
$358K
EWA
515
EverSource Wealth Advisors
Alabama
$358K
First Trust Advisors
516
First Trust Advisors
Illinois
$355K
GWANC
517
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K
CB
518
Cadence Bank
Mississippi
$354K
GT
519
Greenleaf Trust
Michigan
$354K
PCM
520
Penserra Capital Management
California
$353K
Los Angeles Capital Management
521
Los Angeles Capital Management
California
$351K
CCM
522
Coldstream Capital Management
Washington
$344K
PA
523
Promethium Advisors
Maryland
$339K
VanEck Associates
524
VanEck Associates
New York
$335K
AAP
525
Arax Advisory Partners
Colorado
$335K