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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
HI
551
Harbour Investments
Wisconsin
$291K +$177K +9,918 +194%
BP
552
Ballentine Partners
Massachusetts
$285K +$77.1K +4,312 +42%
CIA
553
Concurrent Investment Advisors
Florida
$284K +$41.3K +2,312 +19%
SS
554
SBI Securities
Japan
$282K -$103K -5,774 -28%
AA
555
ABC Arbitrage
France
$281K +$260K +14,530 New
SC
556
Scotia Capital
Ontario, Canada
$272K +$251K +14,044 New
AWM
557
Apollon Wealth Management
South Carolina
$271K +$250K +14,005 New
ACA
558
Anchor Capital Advisors
Massachusetts
$271K +$250K +13,975 New
MFG
559
Magnus Financial Group
New York
$269K -$65.7K -3,677 -21%
LOWM
560
Laurel Oak Wealth Management
New Jersey
$266K +$246K +13,755 New
Vontobel Holding
561
Vontobel Holding
Switzerland
$266K +$246K +13,747 New
GLA
562
Great Lakes Advisors
Illinois
$265K +$245K +13,708 New
VC
563
Vestor Capital
Illinois
$265K +$15.2K +850 New
YCM
564
Yousif Capital Management
Michigan
$264K +$214K +11,974 New
AV
565
Alamea Verwaltungs
New Jersey
$264K +$8.26K +462 +3%
FCP
566
Fidelis Capital Partners
Florida
$262K +$242K +13,537 New
AWA
567
Arkadios Wealth Advisors
Georgia
$261K +$241K +13,471 New
TCA
568
Transcend Capital Advisors
New Jersey
$259K +$239K +13,384 New
Mirae Asset Global Investments
569
Mirae Asset Global Investments
South Korea
$258K +$28.5K +1,592 +14%
SFI
570
Siemens Fonds Invest
Germany
$257K +$229K +12,812 New
MWM
571
Modern Wealth Management
Kansas
$257K +$237K +13,268 New
IAS
572
Insigneo Advisory Services
Florida
$257K +$237K +13,262 New
NW
573
NewEdge Wealth
Pennsylvania
$256K +$12.6K +707 +6%
Schroder Investment Management Group
574
Schroder Investment Management Group
United Kingdom
$254K +$226K +12,656 New
EI
575
Ethic Inc
New York
$250K +$231K +12,895 New