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Rocket Companies

811 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 302 increasing their positions, 247 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

26% less capital invested

Capital invested by funds: $15.9B → $11.8B (-$4.12B)

229.57% less ownership

Funds ownership: 315.08%85.51% (-230%)

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$618M
Puts
$216M
Net Calls
Net Calls Change

Top Buyers

1 +$243M
2 +$187M
3 +$157M
4
Amundi
Amundi
France
+$151M
5
JP Morgan Chase
JP Morgan Chase
New York
+$118M

Top Sellers

1 -$462M
2 -$203M
3 -$184M
4
Coatue Management
Coatue Management
New York
-$131M
5
Holocene Advisors
Holocene Advisors
New York
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
PEAK6
651
PEAK6
Illinois
$49.9K
MWA
652
Miller Wealth Advisors
Colorado
$49.5K
GWM
653
Geneos Wealth Management
Colorado
$49.4K
BCWM
654
Bartlett & Co Wealth Management
Ohio
$49.4K
EI
655
EFG International
$47.6K
WIM
656
Westside Investment Management
California
$42.8K
BBHC
657
Brown Brothers Harriman & Co
New York
$41.5K
WBC
658
Westpac Banking Corp
Australia
$40.5K
ETC
659
Exchange Traded Concepts
Oklahoma
$39.3K
API
660
Asset Planning Inc
California
$39.2K
WA
661
WPG Advisers
Maryland
$37.6K
MG
662
Mather Group
Illinois
$37.1K
UB
663
UMB Bank
Missouri
$35.4K
CAL
664
Capital Advisors Ltd
Ohio
$35K
CCWM
665
Cassaday & Co Wealth Management
Virginia
$34.3K
KFAS
666
Keating Financial Advisory Services
Kansas
$32.5K
FHC
667
First Horizon Corporation
Tennessee
$31.6K
CFD
668
Creative Financial Designs
Indiana
$31.6K
SGK
669
Steigerwald Gordon & Koch
Virginia
$31.4K
SIS
670
Sound Income Strategies
Florida
$28.5K
ST
671
Smithfield Trust
Pennsylvania
$24K
KFI
672
Key Financial Inc
Pennsylvania
$23.8K
IAIM
673
International Assets Investment Management
Florida
$22.9K
CSB
674
City State Bank
Iowa
$22.1K
CA
675
CoreCap Advisors
Michigan
$22K