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Rocket Companies

817 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 304 increasing their positions, 249 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

26% less capital invested

Capital invested by funds: $15.9B → $11.8B (-$4.12B)

229.57% less ownership

Funds ownership: 315.1%85.53% (-230%)

Holders
817
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$618M
Puts
$216M
Net Calls
Net Calls Change

Top Buyers

1 +$243M
2 +$187M
3 +$157M
4
Amundi
Amundi
France
+$151M
5
JP Morgan Chase
JP Morgan Chase
New York
+$118M

Top Sellers

1 -$462M
2 -$203M
3 -$184M
4
Coatue Management
Coatue Management
New York
-$131M
5
Holocene Advisors
Holocene Advisors
New York
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
726
Bell Investment Advisors
California
$4.69K
CTWM
727
Cherry Tree Wealth Management
Minnesota
$4.55K
TCM
728
Triumph Capital Management
Colorado
$4.28K
BGAI
729
Bruce G. Allen Investments
Colorado
$4.1K
DMBA
730
Deseret Mutual Benefit Administrators
Utah
$4.03K
LB
731
Legacy Bridge
Iowa
$3.92K
TM
732
Torren Management
California
$3.92K
AFC
733
Ares Financial Consulting
California
$3.61K
RFP
734
Root Financial Partners
California
$3.26K
QWM
735
Quaker Wealth Management
New Jersey
$3.13K
MFT
736
Moisand Fitzgerald Tamayo
Florida
$2.85K
CBT
737
Crews Bank & Trust
Florida
$2.85K
NFSG
738
Newbridge Financial Services Group
Florida
$2.85K
SA
739
Scarborough Advisors
Maryland
$2.85K
MAM
740
Meeder Asset Management
Ohio
$2.79K
EP
741
Essential Partners
California
$2.78K
RTL
742
Red Tortoise LLC
Georgia
$2.64K
KFP
743
Kerr Financial Planning
California
$2.6K
CFO
744
CVA Family Office
Colorado
$2.59K
CPG
745
Cornerstone Planning Group
New Jersey
$2.51K
EB
746
Eastern Bank
Massachusetts
$2.51K
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$2.49K
CT
748
Colonial Trust
South Carolina
$2.46K
GEA
749
Glen Eagle Advisors
New Jersey
$2.45K
HWM
750
HighMark Wealth Management
Minnesota
$2.37K