RKT icon

Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 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)

52% more call options, than puts

Call options by funds: $754M | Put options by funds: $494M

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
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
TFA
701
Transamerica Financial Advisors
Florida
$3.68K
MAM
702
Meeder Asset Management
Ohio
$3.62K
RTL
703
Red Tortoise LLC
Georgia
$3.58K
EB
704
Eastern Bank
Massachusetts
$3.41K
TPBG
705
Turning Point Benefit Group
Maryland
$3.41K
LWMI
706
Legacy Wealth Management (Idaho)
Idaho
$3.39K
GEA
707
Glen Eagle Advisors
New Jersey
$3.33K
UB
708
UMB Bank
Missouri
$3.16K
KG
709
Kilter Group
New York
$2.77K
MCM
710
MV Capital Management
Maryland
$2.56K
GFA
711
Godfrey Financial Associates
New York
$2.56K
BIA
712
Bell Investment Advisors
California
$2.42K
CH
713
Cromwell Holdings
Wyoming
$2.34K
CPG
714
Cornerstone Planning Group
New Jersey
$2.16K
TWD
715
True Wealth Design
Ohio
$2.15K
FC
716
Financial Consulate
Maryland
$2.15K
HPC
717
HM Payson & Co
Maine
$2.13K
NL
718
NVWM LLC
Pennsylvania
$2.03K
GWM
719
Greenline Wealth Management
Florida
$2K
CAM
720
Clarity Asset Management
Iowa
$1.94K
GSWM
721
Golden State Wealth Management
California
$1.94K
MO
722
McMillan Office
Michigan
$1.94K
RFP
723
Root Financial Partners
California
$1.92K
AGWCA
724
Annis Gardner Whiting Capital Advisors
Florida
$1.92K
AP
725
Aspect Partners
Virginia
$1.82K