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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
OBC
651
Oakum Bay Capital
Connecticut
$48.4K +$44.7K +2,500 New
CAL
652
Capital Advisors Ltd
Ohio
$48K +$787 +44 +2%
WA
653
WPG Advisers
Maryland
$47K +$29.7K +1,660 +216%
SIS
654
Sound Income Strategies
Florida
$45.9K +$27.5K +1,540 +355%
KFAS
655
Keating Financial Advisory Services
Kansas
$43.1K +$39.8K +2,228 New
SGK
656
Steigerwald Gordon & Koch
Virginia
$42.6K +$39.3K +2,200 New
KFI
657
Key Financial Inc
Pennsylvania
$32.4K +$29.9K +1,672 New
CFD
658
Creative Financial Designs
Indiana
$32.1K -$6.26K -350 -17%
ST
659
Smithfield Trust
Pennsylvania
$32K +$29.5K +1,650 New
CSB
660
City State Bank
Iowa
$30K +$27.7K +1,550 New
PB
661
Pinnacle Bancorp
Nebraska
$29.1K +$21.2K +1,183 +370%
IAIM
662
International Assets Investment Management
Florida
$27.8K -$269K -15,054 -91%
AWA
663
Acumen Wealth Advisors
Tennessee
$26.4K +$24.4K +1,364 New
TC
664
Truvestments Capital
Florida
$25.9K +$23.9K +1,338 New
C
665
Covestor
United Kingdom
$24K +$21.7K +1,214 +3,281%
SB
666
Strategic Blueprint
Georgia
$23.5K +$21.7K +1,212 New
CIM
667
Contravisory Investment Management
Massachusetts
$23.4K +$21.6K +1,210 New
HCM
668
Hollencrest Capital Management
California
$23.2K +$3.58K +200 +20%
KBFS
669
Kohmann Bosshard Financial Services
Ohio
$21.7K +$20K +1,119 New
BFS
670
Bare Financial Services
Pennsylvania
$18.2K +$14.3K +798 +558%
HHGA
671
Halbert Hargrove Global Advisors
California
$17.9K
PWAM
672
Private Wealth Asset Management
Iowa
$16.3K
BCM
673
Berbice Capital Management
New York
$15.5K +$14.3K +800 New
MSWA
674
Marshall & Sterling Wealth Advisors
New York
$15.3K
AUB
675
Atlantic Union Bankshares
Virginia
$14.4K +$912 +51 +7%