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Rocket Companies

811 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 302 increasing their positions, 247 reducing their positions, and 108 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: 315.08%85.51% (-230%)

Holders
811
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
RDWM
601
Red Door Wealth Management
Tennessee
$159K
LOWM
602
Laurel Oak Wealth Management
New Jersey
$158K
MWM
603
Maridea Wealth Management
New York
$156K
CIC
604
Chase Investment Counsel
Virginia
$155K
Mirae Asset Global Investments
605
Mirae Asset Global Investments
South Korea
$152K
KA
606
Kovack Advisors
Florida
$151K
PTC
607
Private Trust Company
Ohio
$151K
MAS
608
Meeder Advisory Services
Ohio
$151K
EWA
609
EP Wealth Advisors
California
$149K
OTL
610
Oak Thistle LLC
New York
$148K
GAMC
611
Garner Asset Management Corp
Texas
$146K
KIA
612
Knollwood Investment Advisory
Maryland
$145K
BIM
613
Bridges Investment Management
Nebraska
$145K
GA
614
Goldstein Advisors
Wisconsin
$144K
MIC
615
Maxi Investments CY
Cyprus
$143K
DWP
616
Daymark Wealth Partners
Ohio
$143K
EAN
617
Excelsior Advisor Network
Colorado
$143K
FLC
618
Fifth Lane Capital
Texas
$143K
IA
619
IFP Advisors
Florida
$140K
MCM
620
MAI Capital Management
Ohio
$139K
IAAG
621
Innovative Asset Advisors Group
Connecticut
$130K
LSA
622
Leonteq Securities AG
Switzerland
$130K
VCM
623
Versant Capital Management
Arizona
$118K
PA
624
Parallel Advisors
California
$110K
Belvedere Trading
625
Belvedere Trading
Illinois
$106K