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Rocket Companies

786 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more first-time investments, than exits

New positions opened: 351 | Existing positions closed: 68

286% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 80

182.7% more ownership

Funds ownership: 132.4%315.1% (+183%)

143% more capital invested

Capital invested by funds: $6.56B → $15.9B (+$9.38B)

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

55% more funds holding

Funds holding: 508786 (+278)

52% more call options, than puts

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

Holders
786
Holders Change
+278
Holders Change %
+54.72%
% of All Funds
9.56%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.4%
New
351
Increased
309
Reduced
80
Closed
68
Calls
$754M
Puts
$494M
Net Calls
+$259M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
501
Sciencast Management
New Jersey
$399K +$368K +20,605 New
VI
502
Vestcor Inc
New Brunswick, Canada
$397K +$367K +20,500 New
LCS
503
Levin Capital Strategies
New York
$395K +$97K +5,424 +36%
DWM
504
Dakota Wealth Management
Florida
$394K +$364K +20,351 New
LAM
505
LECAP Asset Management
United Kingdom
$392K +$362K +20,269 New
RA
506
RFG Advisory
Alabama
$391K -$662 -37 -0.2%
FCM
507
Fieldview Capital Management
Michigan
$391K +$361K +20,186 New
O
508
Ossiam
France
$390K +$320K +17,896 +792%
CFO
509
Callan Family Office
Pennsylvania
$389K +$360K +20,111 New
VFA
510
Valeo Financial Advisors
Indiana
$389K +$66K +3,690 +23%
TWM
511
Trueblood Wealth Management
Ohio
$388K +$358K +20,042 New
Belvedere Trading
512
Belvedere Trading
Illinois
$387K +$289K +16,178 +423%
PCM
513
Prelude Capital Management
New York
$387K -$5.35K -299 -1%
EFG
514
Everhart Financial Group
Ohio
$385K +$355K +19,875 New
IFWM
515
Institute for Wealth Management
Colorado
$383K +$34K +1,902 +11%
AI
516
Atria Investments
North Carolina
$383K +$354K +19,793 New
A
517
AlphaQuest
New York
$372K -$29.3K -1,639 -8%
PAM
518
Panagora Asset Management
Massachusetts
$370K +$342K +19,118 New
UM
519
UniSuper Management
Australia
$368K +$340K +19,000 New
RWM
520
Ritholtz Wealth Management
New York
$363K +$335K +18,726 New
QCM
521
QRG Capital Management
Illinois
$358K +$331K +18,498 New
EWA
522
EverSource Wealth Advisors
Alabama
$358K +$292K +16,317 +755%
First Trust Advisors
523
First Trust Advisors
Illinois
$355K +$5.7K +319 +2%
GWANC
524
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K +$328K +18,338 New
CB
525
Cadence Bank
Mississippi
$354K