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Rocket Companies

786 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 351 funds opening new positions, 309 increasing their positions, 80 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

416% more first-time investments, than exits

New positions opened: 351 | Existing positions closed: 68

286% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 80

182.7% more ownership

Funds ownership: 132.4%315.1% (+183%)

143% more capital invested

Capital invested by funds: $6.56B → $15.9B (+$9.38B)

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

55% more funds holding

Funds holding: 508786 (+278)

52% more call options, than puts

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

Holders
786
Holders Change
+278
Holders Change %
+54.72%
% of All Funds
9.56%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.4%
New
351
Increased
309
Reduced
80
Closed
68
Calls
$754M
Puts
$494M
Net Calls
+$259M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
751
Pillar Financial Advisors
Kentucky
$852 +$787 +44 New
JWA
752
JFS Wealth Advisors
Pennsylvania
$814 +$554 +31 +282%
WA
753
Whipplewood Advisors
Colorado
$736 +$679 +38 New
ACA
754
American Capital Advisory
Idaho
$562 +$519 +29 New
RWS
755
Retirement Wealth Solutions
Wisconsin
$562 +$519 +29 New
NSIM
756
North Star Investment Management
Illinois
$561 +$519 +29 New
OC
757
Optima Capital
Oregon
$561 +$519 +29 New
KFP
758
Kerr Financial Planning
California
$534 +$143 +8 New
NL
759
NorthAvenue LLC
Ohio
$504 +$465 +26 New
PWM
760
Proathlete Wealth Management
Florida
$484 +$179 +10 +67%
Pacer Advisors
761
Pacer Advisors
Pennsylvania
$484 +$447 +25 New
W
762
WealthCollab
Washington
$446
SA
763
Strategic Advocates
Utah
$441 -$36 -2 -8%
EP
764
Essential Partners
California
$426 +$393 +22 New
HFS
765
Hughes Financial Services
Virginia
$426 +$393 +22 New
TC
766
Trust Company
Kansas
$426 +$393 +22 New
FAMI
767
Fideuram Asset Management (Ireland)
$267 +$250 +14 New
DCM
768
Davis Capital Management
Florida
$252 +$232 +13 New
BHWM
769
Bay Harbor Wealth Management
Maryland
$232 +$161 +9 +300%
CW
770
Curio Wealth
Maryland
$214 +$197 +11 New
HNB
771
Hilltop National Bank
Wyoming
$213 +$197 +11 New
BCH
772
Berkshire Capital Holdings
California
$194
HHCP
773
Hilton Head Capital Partners
South Carolina
$194 +$179 +10 New
MCA
774
McGuire Capital Advisors
Oklahoma
$155 +$143 +8 New
EPG
775
Estate Planners Group
Pennsylvania
$136 +$125 +7 New