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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
ST
676
Smithfield Trust
Pennsylvania
$24K
KFI
677
Key Financial Inc
Pennsylvania
$23.8K
IAIM
678
International Assets Investment Management
Florida
$22.9K
CSB
679
City State Bank
Iowa
$22.1K
CA
680
CoreCap Advisors
Michigan
$22K
TWC
681
TD Waterhouse Canada
Ontario, Canada
$21.7K
AWA
682
Acumen Wealth Advisors
Tennessee
$19.4K
TFIPS
683
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.5K
BCM
684
Berbice Capital Management
New York
$17.1K
GSIAS
685
Garden State Investment Advisory Services
New Jersey
$17.1K
TPWA
686
Twin Peaks Wealth Advisors
California
$15.7K
CTC
687
Central Trust Company
Missouri
$15.4K
OBC
688
Oakum Bay Capital
Connecticut
$14.3K
ME
689
McIlrath & Eck
Washington
$14.3K
PB
690
Pinnacle Bancorp
Nebraska
$14K
CIM
691
Contravisory Investment Management
Massachusetts
$13.8K
ZBNA
692
Zions Bancorporation, National Association
Utah
$13.3K
SC
693
Solstein Capital
California
$13.3K
HHGA
694
Halbert Hargrove Global Advisors
California
$13.2K
PWAM
695
Private Wealth Asset Management
Iowa
$12K
SNB
696
Security National Bank
Nebraska
$11.9K
LFG
697
Larson Financial Group
Missouri
$11.8K
LI
698
LRI Investments
Florida
$11.8K
RF
699
Rossby Financial
Florida
$11.3K
MSWA
700
Marshall & Sterling Wealth Advisors
New York
$11.3K