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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
RWM
726
Rialto Wealth Management
New York
$1.55K
GWSA
727
Global Wealth Strategies & Associates
Colorado
$1.41K
TCM
728
TD Capital Management
Tennessee
$1.28K
SIS
729
Strategic Investment Solutions
Illinois
$1.16K
CFM
730
Cornerstone Financial Management
Massachusetts
$1.16K
GIA
731
GHP Investment Advisors
Colorado
$1.1K
AF
732
Advisornet Financial
Minnesota
$1.08K
OWP
733
ORG Wealth Partners
Texas
$1.06K
PWA
734
Principia Wealth Advisory
Texas
$910
IRAG
735
Investment Research & Advisory Group
Georgia
$852
PFA
736
Pillar Financial Advisors
Kentucky
$852
JWA
737
JFS Wealth Advisors
Pennsylvania
$814
WA
738
Whipplewood Advisors
Colorado
$736
ACA
739
American Capital Advisory
Idaho
$562
RWS
740
Retirement Wealth Solutions
Wisconsin
$562
NSIM
741
North Star Investment Management
Illinois
$561
OC
742
Optima Capital
Oregon
$561
KFP
743
Kerr Financial Planning
California
$534
PWM
744
Proathlete Wealth Management
Florida
$484
Pacer Advisors
745
Pacer Advisors
Pennsylvania
$484
W
746
WealthCollab
Washington
$446
SA
747
Strategic Advocates
Utah
$441
TC
748
Trust Company
Kansas
$426
HFS
749
Hughes Financial Services
Virginia
$426
FAMI
750
Fideuram Asset Management (Ireland)
$267