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Rocket Companies

811 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 302 increasing their positions, 247 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

26% less capital invested

Capital invested by funds: $15.9B → $11.8B (-$4.12B)

229.57% less ownership

Funds ownership: 315.08%85.51% (-230%)

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$618M
Puts
$216M
Net Calls
Net Calls Change

Top Buyers

1 +$243M
2 +$187M
3 +$157M
4
Amundi
Amundi
France
+$151M
5
JP Morgan Chase
JP Morgan Chase
New York
+$118M

Top Sellers

1 -$462M
2 -$203M
3 -$184M
4
Coatue Management
Coatue Management
New York
-$131M
5
Holocene Advisors
Holocene Advisors
New York
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$339K
TRCT
502
Tower Research Capital (TRC)
New York
$329K
FWM
503
FLP Wealth Management
Arkansas
$327K
EOJOAM
504
E. Ohman J:or Asset Management
Sweden
$324K
TPM
505
Triasima Portfolio Management
Quebec, Canada
$319K
JF
506
Jump Financial
Illinois
$317K
SPIA
507
Steward Partners Investment Advisory
New York
$315K
CCM
508
Campbell Capital Management
Florida
$314K
CPL
509
Corecam Pte Ltd
$310K
LCM
510
Landscape Capital Management
New Jersey
$309K
Schroder Investment Management Group
511
Schroder Investment Management Group
United Kingdom
$301K
KWA
512
Kingswood Wealth Advisors
California
$297K
RWM
513
Ritholtz Wealth Management
New York
$295K
VFG
514
Victory Financial Group
Texas
$294K
CCA
515
Carrera Capital Advisors
Michigan
$294K
VI
516
Vestcor Inc
New Brunswick, Canada
$292K
SW
517
SteelPeak Wealth
California
$292K
DWM
518
Dakota Wealth Management
Florida
$291K
KWM
519
Keebeck Wealth Management
Illinois
$290K
AV
520
Alamea Verwaltungs
New Jersey
$287K
CFM
521
Capricorn Fund Managers
United Kingdom
$286K
AGM
522
Alpine Global Management
New York
$285K
KeyBank National Association
523
KeyBank National Association
Ohio
$284K
CWWM
524
Clear Wave Wealth Management
New Jersey
$284K
AIM
525
Aigen Investment Management
New York
$281K