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Rocket Companies

775 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 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)

53% more funds holding

Funds holding: 506775 (+269)

52% more call options, than puts

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

Holders
775
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
CVM
626
Cheviot Value Management
California
$81.1K
LFG
627
Larson Financial Group
Missouri
$80.5K
LSA
628
Leonteq Securities AG
Switzerland
$71.5K
DFA
629
DHJJ Financial Advisors
Illinois
$71K
CA
630
CoreCap Advisors
Michigan
$68.3K
BCWM
631
Bartlett & Co Wealth Management
Ohio
$68.2K
MWA
632
Miller Wealth Advisors
Colorado
$67.3K
VSQM
633
V-Square Quantitative Management
Illinois
$65.2K
GWM
634
Geneos Wealth Management
Colorado
$61.4K
FHC
635
First Horizon Corporation
Tennessee
$59.2K
WIM
636
Westside Investment Management
California
$56.9K
BBHC
637
Brown Brothers Harriman & Co
New York
$56.4K
CIAM
638
Caitong International Asset Management
Hong Kong
$55.8K
OP
639
ORG Partners
Indiana
$55.3K
WBC
640
Westpac Banking Corp
Australia
$55K
API
641
Asset Planning Inc
California
$53.2K
MCM
642
MAI Capital Management
Ohio
$53K
OBC
643
Oakum Bay Capital
Connecticut
$48.4K
CAL
644
Capital Advisors Ltd
Ohio
$48K
WA
645
WPG Advisers
Maryland
$47K
SIS
646
Sound Income Strategies
Florida
$45.9K
KFAS
647
Keating Financial Advisory Services
Kansas
$43.1K
SGK
648
Steigerwald Gordon & Koch
Virginia
$42.6K
KFI
649
Key Financial Inc
Pennsylvania
$32.4K
CFD
650
Creative Financial Designs
Indiana
$32.1K