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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
OWP
776
ORG Wealth Partners
Texas
$783
TPCW
777
TD Private Client Wealth
New York
$698
DPW
778
DiNuzzo Private Wealth
Pennsylvania
$670
WAS
779
Winch Advisory Services
Wisconsin
$670
RWM
780
Rialto Wealth Management
New York
$642
PFA
781
Pillar Financial Advisors
Kentucky
$627
AAG
782
Armstrong Advisory Group
Massachusetts
$627
SEP
783
Signature Equity Partners
Ohio
$627
FCAS
784
First Command Advisory Services
Texas
$570
MA
785
Montag & Associates
Georgia
$561
MSG
786
Main Street Group
Virginia
$556
PPC
787
Park Place Capital
Alabama
$513
NSIM
788
North Star Investment Management
Illinois
$442
AF
789
Advisornet Financial
Minnesota
$428
ACA
790
American Capital Advisory
Idaho
$399
NL
791
NorthAvenue LLC
Ohio
$371
W
792
WealthCollab
Washington
$328
TC
793
Trust Company
Kansas
$314
SWP
794
Strategic Wealth Partners
Ohio
$299
RWS
795
Retirement Wealth Solutions
Wisconsin
$257
BHWM
796
Bay Harbor Wealth Management
Maryland
$213
HFS
797
Hughes Financial Services
Virginia
$200
1CP
798
1015 Capital Partners
Pennsylvania
$185
IRAG
799
Investment Research & Advisory Group
Georgia
$157
HNB
800
Hilltop National Bank
Wyoming
$157