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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
GWANC
551
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K
EMPI
552
Elo Mutual Pension Insurance
Finland
$231K
IVP
553
Intrinsic Value Partners
Arizona
$230K
OC
554
Oppenheimer & Co
New York
$230K
AWA
555
Arkadios Wealth Advisors
Georgia
$230K
TDC
556
Thompson Davis & Co
Virginia
$229K
HI
557
Harbour Investments
Wisconsin
$228K
JCM
558
Jacobi Capital Management
Pennsylvania
$226K
AWM
559
Apollon Wealth Management
South Carolina
$225K
TCA
560
Transcend Capital Advisors
New Jersey
$224K
EI
561
Ethic Inc
New York
$223K
First Trust Advisors
562
First Trust Advisors
Illinois
$223K
MWP
563
Momentum Wealth Planning
Florida
$221K
AAP
564
Arax Advisory Partners
Colorado
$221K
HMCP
565
Hook Mill Capital Partners
New York
$220K
MIM
566
MetLife Investment Management
New Jersey
$220K
PCM
567
Pointe Capital Management
Michigan
$218K
BP
568
Ballentine Partners
Massachusetts
$218K
CIA
569
Concurrent Investment Advisors
Florida
$216K
CCS
570
Concentric Capital Strategies
Connecticut
$214K
SB
571
SIG Brokerage
New York
$213K
NW
572
NewEdge Wealth
Pennsylvania
$206K
AFG
573
Atomi Financial Group
New York
$202K
DC
574
Davenport & Co
Virginia
$202K
ACA
575
Anchor Capital Advisors
Massachusetts
$199K