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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
KeyBank National Association
526
KeyBank National Association
Ohio
$284K
CWWM
527
Clear Wave Wealth Management
New Jersey
$284K
AIM
528
Aigen Investment Management
New York
$281K
PFPG
529
Pinnacle Financial Partners (Georgia)
Georgia
$280K
VFA
530
Valeo Financial Advisors
Indiana
$280K
AWA
531
Arete Wealth Advisors
Illinois
$279K
JWM
532
Jupiter Wealth Management
Colorado
$277K
NPT
533
National Philanthropic Trust
Pennsylvania
$276K
EFG
534
Everhart Financial Group
Ohio
$275K
PAM
535
Panagora Asset Management
Massachusetts
$272K
UM
536
UniSuper Management
Australia
$271K
PCM
537
Penserra Capital Management
California
$266K
GT
538
Greenleaf Trust
Michigan
$265K
RA
539
RFG Advisory
Alabama
$264K
LCS
540
Levin Capital Strategies
New York
$262K
AGM
541
Aragon Global Management
Florida
$257K
OFG
542
Oxford Financial Group
Indiana
$257K
PA
543
Promethium Advisors
Maryland
$250K
TWM
544
Trueblood Wealth Management
Ohio
$245K
1832 Asset Management
545
1832 Asset Management
Ontario, Canada
$244K
ML
546
McAdam LLC
Pennsylvania
$244K
YCM
547
Yousif Capital Management
Michigan
$241K
SWASL
548
Spartan Wealth Advisory Services LLC
Michigan
$239K
NLA
549
Northern Lights Advisors
Washington
$236K
WIM
550
Wittenberg Investment Management
Massachusetts
$235K