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Rocket Companies

817 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 304 increasing their positions, 249 reducing their positions, and 107 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: 315.1%85.53% (-230%)

Holders
817
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
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$343K
CAI
502
Capital Advisors Inc
Oklahoma
$342K
HHGC
503
Hunting Hill Global Capital
New York
$340K
IFWM
504
Institute for Wealth Management
Colorado
$339K
TRCT
505
Tower Research Capital (TRC)
New York
$329K
FWM
506
FLP Wealth Management
Arkansas
$327K
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$324K
TPM
508
Triasima Portfolio Management
Quebec, Canada
$319K
JF
509
Jump Financial
Illinois
$317K
SPIA
510
Steward Partners Investment Advisory
New York
$315K
CCM
511
Campbell Capital Management
Florida
$314K
CPL
512
Corecam Pte Ltd
$310K
LCM
513
Landscape Capital Management
New Jersey
$309K
Schroder Investment Management Group
514
Schroder Investment Management Group
United Kingdom
$301K
KWA
515
Kingswood Wealth Advisors
California
$297K
RWM
516
Ritholtz Wealth Management
New York
$295K
VFG
517
Victory Financial Group
Texas
$294K
CCA
518
Carrera Capital Advisors
Michigan
$294K
VI
519
Vestcor Inc
New Brunswick, Canada
$292K
SW
520
SteelPeak Wealth
California
$292K
DWM
521
Dakota Wealth Management
Florida
$291K
KWM
522
Keebeck Wealth Management
Illinois
$290K
AV
523
Alamea Verwaltungs
New Jersey
$287K
CFM
524
Capricorn Fund Managers
United Kingdom
$286K
AGM
525
Alpine Global Management
New York
$285K