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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
PFBT
626
Parkside Financial Bank & Trust
Missouri
$106K +$66.9K +3,741 +218%
VNA
627
Valley National Advisers
Pennsylvania
$95K
BCV
628
Banque Cantonale Vaudoise
Switzerland
$91K +$83.9K +4,694 +469,400%
BTI
629
Blue Trust Inc
Georgia
$87.5K +$80.3K +4,491 +16,039%
TFM
630
TFC Financial Management
Massachusetts
$83.6K +$197 +11 +0.3%
JFA
631
JNBA Financial Advisors
Minnesota
$83.1K +$76.7K +4,290 New
CVM
632
Cheviot Value Management
California
$81.1K +$26.8K +1,500 +62%
LFG
633
Larson Financial Group
Missouri
$80.5K +$4.51K +252 +6%
LSA
634
Leonteq Securities AG
Switzerland
$71.5K +$66K +3,693 New
DFA
635
DHJJ Financial Advisors
Illinois
$71K
PFO
636
Pioneer Family Office
Florida
$70.3K +$64.9K +3,630 New
CA
637
CoreCap Advisors
Michigan
$68.3K -$22.4K -1,250 -26%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$68.2K +$54.1K +3,025 +605%
MWA
639
Miller Wealth Advisors
Colorado
$67.3K +$32.6K +1,825 +111%
VSQM
640
V-Square Quantitative Management
Illinois
$65.2K +$60.2K +3,368 New
GWM
641
Geneos Wealth Management
Colorado
$61.4K +$21.8K +1,217 +62%
FHC
642
First Horizon Corporation
Tennessee
$59.2K +$41.6K +2,327 +319%
WIM
643
Westside Investment Management
California
$56.9K +$51.1K +2,860 New
BBHC
644
Brown Brothers Harriman & Co
New York
$56.4K +$51.2K +2,865 +5,730%
CIAM
645
Caitong International Asset Management
Hong Kong
$55.8K -$19.8K -1,110 -28%
OP
646
ORG Partners
Indiana
$55.3K +$9.3K +520 +22%
WBC
647
Westpac Banking Corp
Australia
$55K
API
648
Asset Planning Inc
California
$53.2K +$49.2K +2,750 New
BWA
649
Basecamp Wealth Advisors
Washington
$53.2K +$49.1K +2,746 New
MCM
650
MAI Capital Management
Ohio
$53K +$1.61K +90 +3%