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Rocket Companies

775 hedge funds and large institutions have $15.9B invested in Rocket Companies in 2025 Q4 according to their latest regulatory filings, with 342 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)

53% more funds holding

Funds holding: 506775 (+269)

52% more call options, than puts

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

Holders
775
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
PWM
751
Proathlete Wealth Management
Florida
$484
Pacer Advisors
752
Pacer Advisors
Pennsylvania
$484
W
753
WealthCollab
Washington
$446
SA
754
Strategic Advocates
Utah
$441
TC
755
Trust Company
Kansas
$426
HFS
756
Hughes Financial Services
Virginia
$426
FAMI
757
Fideuram Asset Management (Ireland)
$267
DCM
758
Davis Capital Management
Florida
$252
BHWM
759
Bay Harbor Wealth Management
Maryland
$232
CW
760
Curio Wealth
Maryland
$214
HNB
761
Hilltop National Bank
Wyoming
$213
BCH
762
Berkshire Capital Holdings
California
$194
HHCP
763
Hilton Head Capital Partners
South Carolina
$194
MCA
764
McGuire Capital Advisors
Oklahoma
$155
EPGL
765
Estate Planners Group, LLC
Pennsylvania
$136
TPCW
766
TD Private Client Wealth
New York
$136
NRG
767
Nemes Rush Group
Michigan
$116
CT
768
Clearstead Trust
Maine
$97
SIC
769
SJS Investment Consulting
Ohio
$79
WWA
770
Wealth Watch Advisors
Colorado
$77
FDW
771
Fourth Dimension Wealth
Ohio
$77
BWL
772
Bogart Wealth LLC
Virginia
$39
II
773
Inspire Investing
Idaho
$39
HIA
774
HFM Investment Advisors
New Jersey
$20
SHIM
775
Stone House Investment Management
Pennsylvania
$19