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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
LI
676
LRI Investments
Florida
$12.7K
UFPG
677
United Financial Planning Group
New York
$11.4K
AW
678
Avion Wealth
Texas
$11K
FGAM
679
Financial Gravity Asset Management
Texas
$10.7K
EW
680
Elyxium Wealth
California
$10.2K
SWM
681
SHP Wealth Management
Massachusetts
$10K
SAG
682
SageView Advisory Group
California
$9.68K
SC
683
Solstein Capital
California
$9.68K
MMCM
684
Murphy & Mullick Capital Management
New York
$9.68K
FFO
685
Fortitude Family Office
Arizona
$9.37K
MWA
686
Medallion Wealth Advisors
Connecticut
$9.37K
GBT
687
Grove Bank & Trust
Florida
$9.06K
RS
688
Rakuten Securities
Japan
$9.02K
FHA
689
Flagship Harbor Advisors
Massachusetts
$8.75K
TWC
690
TD Waterhouse Canada
Ontario, Canada
$8.46K
NS
691
NBC Securities
Alabama
$8.3K
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$8.09K
MFT
693
Moisand Fitzgerald Tamayo
Florida
$7.74K
SNB
694
Security National Bank
Nebraska
$7.47K
AA
695
Ancora Advisors
Ohio
$7.11K
QC
696
Quent Capital
New York
$6.83K
BCPWM
697
Bradley & Co Private Wealth Management
Florida
$6.74K
CTWM
698
Cherry Tree Wealth Management
Minnesota
$6.18K
PWA
699
Physician Wealth Advisors
Utah
$6.08K
GA
700
GoalVest Advisory
New York
$6.08K