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Rocket Companies

783 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 348 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)

54% more funds holding

Funds holding: 508783 (+275)

52% more call options, than puts

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

Holders
783
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
SIS
651
Sound Income Strategies
Florida
$45.9K
KFAS
652
Keating Financial Advisory Services
Kansas
$43.1K
SGK
653
Steigerwald Gordon & Koch
Virginia
$42.6K
KFI
654
Key Financial Inc
Pennsylvania
$32.4K
CFD
655
Creative Financial Designs
Indiana
$32.1K
ST
656
Smithfield Trust
Pennsylvania
$32K
CSB
657
City State Bank
Iowa
$30K
PB
658
Pinnacle Bancorp
Nebraska
$29.1K
IAIM
659
International Assets Investment Management
Florida
$27.8K
AWA
660
Acumen Wealth Advisors
Tennessee
$26.4K
TC
661
Truvestments Capital
Florida
$25.9K
C
662
Covestor
United Kingdom
$24K
SB
663
Strategic Blueprint
Georgia
$23.5K
CIM
664
Contravisory Investment Management
Massachusetts
$23.4K
HCM
665
Hollencrest Capital Management
California
$23.2K
KBFS
666
Kohmann Bosshard Financial Services
Ohio
$21.7K
BFS
667
Bare Financial Services
Pennsylvania
$18.2K
HHGA
668
Halbert Hargrove Global Advisors
California
$17.9K
PWAM
669
Private Wealth Asset Management
Iowa
$16.3K
BCM
670
Berbice Capital Management
New York
$15.5K
MSWA
671
Marshall & Sterling Wealth Advisors
New York
$15.3K
AUB
672
Atlantic Union Bankshares
Virginia
$14.4K
ZBNA
673
Zions Bancorporation, National Association
Utah
$14.3K
RBI
674
Raiffeisen Bank International
Austria
$13.4K
SL
675
Salomon & Ludwin
Virginia
$12.8K