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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
GFA
726
Godfrey Financial Associates
New York
$2.56K +$2.36K +132 New
BIA
727
Bell Investment Advisors
California
$2.42K +$2.23K +125 New
CH
728
Cromwell Holdings
Wyoming
$2.34K +$2.16K +121 New
CPG
729
Cornerstone Planning Group
New Jersey
$2.16K +$1.66K +93 +845%
TWD
730
True Wealth Design
Ohio
$2.15K +$787 +44 +66%
FC
731
Financial Consulate
Maryland
$2.15K +$1.99K +111 New
HPC
732
HM Payson & Co
Maine
$2.13K +$1.97K +110 New
NL
733
NVWM LLC
Pennsylvania
$2.03K
GWM
734
Greenline Wealth Management
Florida
$2K +$1.86K +104 New
CAM
735
Clarity Asset Management
Iowa
$1.94K -$89 -5 -5%
GSWM
736
Golden State Wealth Management
California
$1.94K
MO
737
McMillan Office
Michigan
$1.94K +$1.79K +100 New
RFP
738
Root Financial Partners
California
$1.92K +$644 +36 +57%
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$1.92K +$1.77K +99 New
AP
740
Aspect Partners
Virginia
$1.82K
RWM
741
Rialto Wealth Management
New York
$1.55K +$787 +44 +122%
GWSA
742
Global Wealth Strategies & Associates
Colorado
$1.41K
TCM
743
TD Capital Management
Tennessee
$1.28K +$1.18K +66 New
SIS
744
Strategic Investment Solutions
Illinois
$1.16K -$8.94K -500 -89%
CFM
745
Cornerstone Financial Management
Massachusetts
$1.16K +$1.07K +60 New
GIA
746
GHP Investment Advisors
Colorado
$1.1K
AF
747
Advisornet Financial
Minnesota
$1.08K +$465 +26 +87%
OWP
748
ORG Wealth Partners
Texas
$1.06K +$983 +55 New
PWA
749
Principia Wealth Advisory
Texas
$910 +$840 +47 New
IRAG
750
Investment Research & Advisory Group
Georgia
$852 +$197 +11 New