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Rocket Companies

811 hedge funds and large institutions have $11.8B invested in Rocket Companies in 2026 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 302 increasing their positions, 247 reducing their positions, and 108 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: 315.08%85.51% (-230%)

Holders
811
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
PWA
751
Physician Wealth Advisors
Utah
$1.73K
HPC
752
HM Payson & Co
Maine
$1.64K
NL
753
NVWM LLC
Pennsylvania
$1.5K
AIC
754
Archer Investment Corporation
Indiana
$1.43K
GSWM
755
Golden State Wealth Management
California
$1.43K
MO
756
McMillan Office
Michigan
$1.43K
MAM
757
Marquette Asset Management
Minnesota
$1.38K
AP
758
Aspect Partners
Virginia
$1.34K
CFM
759
Cornerstone Financial Management
Massachusetts
$1.34K
T
760
Tidemark
California
$1.2K
AGWCA
761
Annis Gardner Whiting Capital Advisors
Florida
$1.18K
SWM
762
SHP Wealth Management
Massachusetts
$1.18K
GIA
763
GHP Investment Advisors
Colorado
$1.13K
WA
764
Whipplewood Advisors
Colorado
$1.07K
GWSA
765
Global Wealth Strategies & Associates
Colorado
$1.04K
CFB
766
Cullen/Frost Bankers
Texas
$1.03K
NB
767
NBT Bank
New York
$1.03K
JWM
768
JPL Wealth Management
Colorado
$1.01K
VWM
769
Vermillion Wealth Management
Minnesota
$983
EC
770
Elequin Capital
New York
$969
JWA
771
JFS Wealth Advisors
Pennsylvania
$955
TCM
772
TD Capital Management
Tennessee
$941
SVCP
773
Silicon Valley Capital Partners
California
$941
MCM
774
MV Capital Management
Maryland
$855
SIS
775
Strategic Investment Solutions
Illinois
$855