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Rocket Companies

817 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 304 increasing their positions, 249 reducing their positions, and 107 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: 315.1%85.53% (-230%)

Holders
817
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
VSQM
651
V-Square Quantitative Management
Illinois
$54.2K
DFA
652
DHJJ Financial Advisors
Illinois
$52.3K
AA
653
Ancora Advisors
Ohio
$52.2K
PUI
654
Purpose Unlimited Inc
$51K
PEAK6
655
PEAK6
Illinois
$49.9K
MWA
656
Miller Wealth Advisors
Colorado
$49.5K
GWM
657
Geneos Wealth Management
Colorado
$49.4K
BCWM
658
Bartlett & Co Wealth Management
Ohio
$49.4K
EI
659
EFG International
$47.6K
WIM
660
Westside Investment Management
California
$42.8K
BBHC
661
Brown Brothers Harriman & Co
New York
$41.5K
WBC
662
Westpac Banking Corp
Australia
$40.5K
BWA
663
Basecamp Wealth Advisors
Washington
$40.1K
ETC
664
Exchange Traded Concepts
Oklahoma
$39.3K
API
665
Asset Planning Inc
California
$39.2K
WA
666
WPG Advisers
Maryland
$37.6K
MG
667
Mather Group
Illinois
$37.1K
UB
668
UMB Bank
Missouri
$35.4K
CAL
669
Capital Advisors Ltd
Ohio
$35K
CCWM
670
Cassaday & Co Wealth Management
Virginia
$34.3K
KFAS
671
Keating Financial Advisory Services
Kansas
$32.5K
FHC
672
First Horizon Corporation
Tennessee
$31.6K
CFD
673
Creative Financial Designs
Indiana
$31.6K
SGK
674
Steigerwald Gordon & Koch
Virginia
$31.4K
SIS
675
Sound Income Strategies
Florida
$28.5K