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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
TC
651
Truvestments Capital
Florida
$25.9K
C
652
Covestor
United Kingdom
$24K
SB
653
Strategic Blueprint
Georgia
$23.5K
CIM
654
Contravisory Investment Management
Massachusetts
$23.4K
HCM
655
Hollencrest Capital Management
California
$23.2K
KBFS
656
Kohmann Bosshard Financial Services
Ohio
$21.7K
BFS
657
Bare Financial Services
Pennsylvania
$18.2K
HHGA
658
Halbert Hargrove Global Advisors
California
$17.9K
PWAM
659
Private Wealth Asset Management
Iowa
$16.3K
BCM
660
Berbice Capital Management
New York
$15.5K
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$15.3K
AUB
662
Atlantic Union Bankshares
Virginia
$14.4K
ZBNA
663
Zions Bancorporation, National Association
Utah
$14.3K
RBI
664
Raiffeisen Bank International
Austria
$13.4K
SL
665
Salomon & Ludwin
Virginia
$12.8K
LI
666
LRI Investments
Florida
$12.7K
UFPG
667
United Financial Planning Group
New York
$11.4K
AW
668
Avion Wealth
Texas
$11K
FGAM
669
Financial Gravity Asset Management
Texas
$10.7K
EW
670
Elyxium Wealth
California
$10.2K
SAG
671
SageView Advisory Group
California
$9.68K
SC
672
Solstein Capital
California
$9.68K
MMCM
673
Murphy & Mullick Capital Management
New York
$9.68K
FFO
674
Fortitude Family Office
Arizona
$9.37K
GBT
675
Grove Bank & Trust
Florida
$9.06K