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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
ACA
751
American Capital Advisory
Idaho
$562
RWS
752
Retirement Wealth Solutions
Wisconsin
$562
OC
753
Optima Capital
Oregon
$561
NSIM
754
North Star Investment Management
Illinois
$561
KFP
755
Kerr Financial Planning
California
$534
NL
756
NorthAvenue LLC
Ohio
$504
PWM
757
Proathlete Wealth Management
Florida
$484
Pacer Advisors
758
Pacer Advisors
Pennsylvania
$484
W
759
WealthCollab
Washington
$446
SA
760
Strategic Advocates
Utah
$441
HFS
761
Hughes Financial Services
Virginia
$426
EP
762
Essential Partners
California
$426
TC
763
Trust Company
Kansas
$426
FAMI
764
Fideuram Asset Management (Ireland)
$267
DCM
765
Davis Capital Management
Florida
$252
BHWM
766
Bay Harbor Wealth Management
Maryland
$232
CW
767
Curio Wealth
Maryland
$214
HNB
768
Hilltop National Bank
Wyoming
$213
BCH
769
Berkshire Capital Holdings
California
$194
HHCP
770
Hilton Head Capital Partners
South Carolina
$194
MCA
771
McGuire Capital Advisors
Oklahoma
$155
EPG
772
Estate Planners Group
Pennsylvania
$136
TPCW
773
TD Private Client Wealth
New York
$136
NRG
774
Nemes Rush Group
Michigan
$116
CT
775
Clearstead Trust
Maine
$97