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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
PIA
601
Panoramic Investment Advisors
Colorado
$163K
OCA
602
OpenArc Corporate Advisory
Georgia
$161K
VFP
603
Verus Financial Partners
Virginia
$161K
CFG
604
Citizens Financial Group
Rhode Island
$160K
RDWM
605
Red Door Wealth Management
Tennessee
$159K
LOWM
606
Laurel Oak Wealth Management
New Jersey
$158K
MWM
607
Maridea Wealth Management
New York
$156K
CIC
608
Chase Investment Counsel
Virginia
$155K
Mirae Asset Global Investments
609
Mirae Asset Global Investments
South Korea
$152K
KA
610
Kovack Advisors
Florida
$151K
PTC
611
Private Trust Company
Ohio
$151K
MAS
612
Meeder Advisory Services
Ohio
$151K
EWA
613
EP Wealth Advisors
California
$149K
OTL
614
Oak Thistle LLC
New York
$148K
GAMC
615
Garner Asset Management Corp
Texas
$146K
KIA
616
Knollwood Investment Advisory
Maryland
$145K
BIM
617
Bridges Investment Management
Nebraska
$145K
GA
618
Goldstein Advisors
Wisconsin
$144K
MIC
619
Maxi Investments CY
Cyprus
$143K
DWP
620
Daymark Wealth Partners
Ohio
$143K
EAN
621
Excelsior Advisor Network
Colorado
$143K
FLC
622
Fifth Lane Capital
Texas
$143K
IA
623
IFP Advisors
Florida
$140K
MCM
624
MAI Capital Management
Ohio
$139K
IAAG
625
Innovative Asset Advisors Group
Connecticut
$130K