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Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

52% more call options, than puts

Call options by funds: $754M | Put options by funds: $494M

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$754M
Puts
$494M
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$953M
3 +$464M
4
Morgan Stanley
Morgan Stanley
New York
+$397M
5
CLG
Cooperman Leon G
+$376M

Top Sellers

1 -$96.9M
2 -$66.5M
3 -$58.6M
4
PC
PointState Capital
New York
-$38.3M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
626
Bartlett & Co Wealth Management
Ohio
$68.2K
MWA
627
Miller Wealth Advisors
Colorado
$67.3K
VSQM
628
V-Square Quantitative Management
Illinois
$65.2K
GWM
629
Geneos Wealth Management
Colorado
$61.4K
FHC
630
First Horizon Corporation
Tennessee
$59.2K
WIM
631
Westside Investment Management
California
$56.9K
BBHC
632
Brown Brothers Harriman & Co
New York
$56.4K
OP
633
ORG Partners
Indiana
$55.3K
WBC
634
Westpac Banking Corp
Australia
$55K
API
635
Asset Planning Inc
California
$53.2K
MCM
636
MAI Capital Management
Ohio
$53K
OBC
637
Oakum Bay Capital
Connecticut
$48.4K
CAL
638
Capital Advisors Ltd
Ohio
$48K
WA
639
WPG Advisers
Maryland
$47K
SIS
640
Sound Income Strategies
Florida
$45.9K
KFAS
641
Keating Financial Advisory Services
Kansas
$43.1K
SGK
642
Steigerwald Gordon & Koch
Virginia
$42.6K
KFI
643
Key Financial Inc
Pennsylvania
$32.4K
CFD
644
Creative Financial Designs
Indiana
$32.1K
ST
645
Smithfield Trust
Pennsylvania
$32K
CIAM
646
Caitong International Asset Management
Hong Kong
$30.9K
CSB
647
City State Bank
Iowa
$30K
PB
648
Pinnacle Bancorp
Nebraska
$29.1K
IAIM
649
International Assets Investment Management
Florida
$27.8K
AWA
650
Acumen Wealth Advisors
Tennessee
$26.4K