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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
CH
751
Cromwell Holdings
Wyoming
$2.27K
FC
752
Financial Consulate
Maryland
$2.07K
GFA
753
Godfrey Financial Associates
New York
$1.88K
TWD
754
True Wealth Design
Ohio
$1.82K
PWA
755
Physician Wealth Advisors
Utah
$1.73K
HPC
756
HM Payson & Co
Maine
$1.64K
NL
757
NVWM LLC
Pennsylvania
$1.5K
AIC
758
Archer Investment Corporation
Indiana
$1.43K
GSWM
759
Golden State Wealth Management
California
$1.43K
MO
760
McMillan Office
Michigan
$1.43K
MAM
761
Marquette Asset Management
Minnesota
$1.38K
AP
762
Aspect Partners
Virginia
$1.34K
CFM
763
Cornerstone Financial Management
Massachusetts
$1.34K
T
764
Tidemark
California
$1.2K
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$1.18K
SWM
766
SHP Wealth Management
Massachusetts
$1.18K
GIA
767
GHP Investment Advisors
Colorado
$1.13K
WA
768
Whipplewood Advisors
Colorado
$1.07K
GWSA
769
Global Wealth Strategies & Associates
Colorado
$1.04K
CFB
770
Cullen/Frost Bankers
Texas
$1.03K
NB
771
NBT Bank
New York
$1.03K
JWM
772
JPL Wealth Management
Colorado
$1.01K
VWM
773
Vermillion Wealth Management
Minnesota
$983
EC
774
Elequin Capital
New York
$969
JWA
775
JFS Wealth Advisors
Pennsylvania
$955