RKT icon

Rocket Companies

783 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 348 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 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)

54% more funds holding

Funds holding: 508783 (+275)

52% more call options, than puts

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

Holders
783
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
CPG
726
Cornerstone Planning Group
New Jersey
$2.16K
TWD
727
True Wealth Design
Ohio
$2.15K
FC
728
Financial Consulate
Maryland
$2.15K
HPC
729
HM Payson & Co
Maine
$2.13K
NL
730
NVWM LLC
Pennsylvania
$2.03K
GWM
731
Greenline Wealth Management
Florida
$2K
CAM
732
Clarity Asset Management
Iowa
$1.94K
GSWM
733
Golden State Wealth Management
California
$1.94K
MO
734
McMillan Office
Michigan
$1.94K
RFP
735
Root Financial Partners
California
$1.92K
AGWCA
736
Annis Gardner Whiting Capital Advisors
Florida
$1.92K
AP
737
Aspect Partners
Virginia
$1.82K
RWM
738
Rialto Wealth Management
New York
$1.55K
GWSA
739
Global Wealth Strategies & Associates
Colorado
$1.41K
TCM
740
TD Capital Management
Tennessee
$1.28K
SIS
741
Strategic Investment Solutions
Illinois
$1.16K
CFM
742
Cornerstone Financial Management
Massachusetts
$1.16K
GIA
743
GHP Investment Advisors
Colorado
$1.1K
AF
744
Advisornet Financial
Minnesota
$1.08K
OWP
745
ORG Wealth Partners
Texas
$1.06K
PWA
746
Principia Wealth Advisory
Texas
$910
IRAG
747
Investment Research & Advisory Group
Georgia
$852
PFA
748
Pillar Financial Advisors
Kentucky
$852
JWA
749
JFS Wealth Advisors
Pennsylvania
$814
WA
750
Whipplewood Advisors
Colorado
$736