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Rocket Companies

775 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 342 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)

53% more funds holding

Funds holding: 506775 (+269)

52% more call options, than puts

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

Holders
775
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
CAM
726
Clarity Asset Management
Iowa
$1.94K
GSWM
727
Golden State Wealth Management
California
$1.94K
MO
728
McMillan Office
Michigan
$1.94K
RFP
729
Root Financial Partners
California
$1.92K
AGWCA
730
Annis Gardner Whiting Capital Advisors
Florida
$1.92K
AP
731
Aspect Partners
Virginia
$1.82K
RWM
732
Rialto Wealth Management
New York
$1.55K
GWSA
733
Global Wealth Strategies & Associates
Colorado
$1.41K
TCM
734
TD Capital Management
Tennessee
$1.28K
SIS
735
Strategic Investment Solutions
Illinois
$1.16K
CFM
736
Cornerstone Financial Management
Massachusetts
$1.16K
GIA
737
GHP Investment Advisors
Colorado
$1.1K
AF
738
Advisornet Financial
Minnesota
$1.08K
OWP
739
ORG Wealth Partners
Texas
$1.06K
PWA
740
Principia Wealth Advisory
Texas
$910
IRAG
741
Investment Research & Advisory Group
Georgia
$852
PFA
742
Pillar Financial Advisors
Kentucky
$852
JWA
743
JFS Wealth Advisors
Pennsylvania
$814
WA
744
Whipplewood Advisors
Colorado
$736
ACA
745
American Capital Advisory
Idaho
$562
RWS
746
Retirement Wealth Solutions
Wisconsin
$562
NSIM
747
North Star Investment Management
Illinois
$561
OC
748
Optima Capital
Oregon
$561
KFP
749
Kerr Financial Planning
California
$534
NL
750
NorthAvenue LLC
Ohio
$504