We are live on ! Find out more
RKT icon

Rocket Companies

786 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more first-time investments, than exits

New positions opened: 351 | Existing positions closed: 68

286% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 80

182.7% more ownership

Funds ownership: 132.4%315.1% (+183%)

143% more capital invested

Capital invested by funds: $6.56B → $15.9B (+$9.38B)

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

55% more funds holding

Funds holding: 508786 (+278)

52% more call options, than puts

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

Holders
786
Holders Change
+278
Holders Change %
+54.72%
% of All Funds
9.56%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.4%
New
351
Increased
309
Reduced
80
Closed
68
Calls
$754M
Puts
$494M
Net Calls
+$259M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
701
Cherry Tree Wealth Management
Minnesota
$6.18K +$5.7K +319 New
PWA
702
Physician Wealth Advisors
Utah
$6.08K +$3.67K +205 +188%
GA
703
GoalVest Advisory
New York
$6.08K +$5.61K +314 New
TCM
704
Triumph Capital Management
Colorado
$5.81K +$5.36K +300 New
TCOV
705
Trust Company of Vermont
Vermont
$5.69K
BGAI
706
Bruce G. Allen Investments
Colorado
$5.58K
LB
707
Legacy Bridge
Iowa
$5.32K
TM
708
Torren Management
California
$5.32K +$4.92K +275 New
AFC
709
Ares Financial Consulting
California
$4.84K +$4.47K +250 New
CFO
710
CVA Family Office
Colorado
$4.3K +$2.58K +144 +185%
QWM
711
Quaker Wealth Management
New Jersey
$4.3K +$3.97K +222 New
NFSG
712
Newbridge Financial Services Group
Florida
$3.87K -$31.3K -1,750 -90%
SA
713
Scarborough Advisors
Maryland
$3.87K
CBT
714
Crews Bank & Trust
Florida
$3.87K +$3.58K +200 New
RIL
715
Rothschild Investment LLC
Illinois
$3.72K +$1.25K +70 +57%
TFA
716
Transamerica Financial Advisors
Florida
$3.68K +$3.4K +190 New
MAM
717
Meeder Asset Management
Ohio
$3.62K +$3.34K +187 New
RTL
718
Red Tortoise LLC
Georgia
$3.58K
EB
719
Eastern Bank
Massachusetts
$3.41K +$3.15K +176 New
TPBG
720
Turning Point Benefit Group
Maryland
$3.41K +$3.15K +176 New
LWMI
721
Legacy Wealth Management (Idaho)
Idaho
$3.39K +$3.13K +175 New
GEA
722
Glen Eagle Advisors
New Jersey
$3.33K
UB
723
UMB Bank
Missouri
$3.16K +$2.91K +163 New
KG
724
Kilter Group
New York
$2.77K +$2.54K +142 +14,200%
MCM
725
MV Capital Management
Maryland
$2.56K -$161 -9 -6%