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Rocket Companies

767 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 307 increasing their positions, 79 reducing their positions, and 67 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)

52% more call options, than puts

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

52% more funds holding

Funds holding: 505767 (+262)

Holders
767
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
DCM
751
Davis Capital Management
Florida
$252
BHWM
752
Bay Harbor Wealth Management
Maryland
$232
CW
753
Curio Wealth
Maryland
$214
HNB
754
Hilltop National Bank
Wyoming
$213
BCH
755
Berkshire Capital Holdings
California
$194
HHCP
756
Hilton Head Capital Partners
South Carolina
$194
MCA
757
McGuire Capital Advisors
Oklahoma
$155
TPCW
758
TD Private Client Wealth
New York
$136
NRG
759
Nemes Rush Group
Michigan
$116
CT
760
Clearstead Trust
Maine
$97
SIC
761
SJS Investment Consulting
Ohio
$79
FDW
762
Fourth Dimension Wealth
Ohio
$77
WWA
763
Wealth Watch Advisors
Colorado
$77
BWL
764
Bogart Wealth LLC
Virginia
$39
II
765
Inspire Investing
Idaho
$39
HIA
766
HFM Investment Advisors
New Jersey
$20
SHIM
767
Stone House Investment Management
Pennsylvania
$19
TI
768
Tidal Investments
Wisconsin
Renaissance Technologies
769
Renaissance Technologies
New York
Voloridge Investment Management
770
Voloridge Investment Management
Florida
Lord, Abbett & Co
771
Lord, Abbett & Co
New Jersey
OCAM
772
Owl Creek Asset Management
New York
HIS
773
Harvest Investment Services
Illinois
CAU
774
Caxton Associates (UK)
MA
775
MYDA Advisors
New York