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Rocket Companies

374 hedge funds and large institutions have $2.99B invested in Rocket Companies in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 56

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

94% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 71

80% more capital invested

Capital invested by funds: $1.66B → $2.99B (+$1.33B)

46.22% more ownership

Funds ownership: 93%139.23% (+46%)

21% more funds holding

Funds holding: 308374 (+66)

0% more call options, than puts

Call options by funds: $317M | Put options by funds: $316M

Holders
374
Holders Change
+66
Holders Change %
+21.43%
% of All Funds
4.92%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
125
Increased
138
Reduced
71
Closed
56
Calls
$317M
Puts
$316M
Net Calls
+$1.01M
Net Calls Change
-$56.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
126
Wellington Shields Capital Management
New York
$1.47M +$1.35M +103,800 New
IC
127
IEQ Capital
California
$1.42M
Nomura Holdings
128
Nomura Holdings
Japan
$1.42M +$1.3M +100,000 New
NIP
129
Nicholas Investment Partners
California
$1.39M +$1.27M +97,762 New
MTIC
130
Missouri Trust & Investment Company
Missouri
$1.34M +$13K +1,000 +1%
SC
131
Shay Capital
New York
$1.32M +$232K +17,880 +24%
UWM
132
Udine Wealth Management
Florida
$1.28M +$1.17M +90,334 New
BMO
133
Beck Mack & Oliver
New York
$1.28M +$1.17M +90,000 New
SB
134
SIG Brokerage
New York
$1.19M +$1.09M +84,075 New
FAM
135
Fred Alger Management
New York
$1.15M +$1.05M +80,915 New
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$1.15M +$745K +57,400 +247%
CA
137
Clearstead Advisors
Ohio
$1.14M -$2.46K -190 -0.2%
AGC
138
Aspen Grove Capital
Colorado
$1.13M
PCM
139
Prelude Capital Management
New York
$1.13M +$1.04M +80,000 New
CM
140
CastleKnight Management
New York
$1.13M +$1.03M +79,500 New
GRP
141
Global Retirement Partners
California
$1.11M +$1.02M +78,509 New
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.1M -$92.5K -7,131 -8%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.05M +$390K +30,048 +68%
KWA
144
Kingswood Wealth Advisors
California
$1.02M +$59.7K +4,600 +7%
LJAC
145
L.J. Altfest & Co
New York
$993K +$378K +29,159 +71%
CPM
146
Connective Portfolio Management
New York
$993K
QCM
147
QRG Capital Management
Illinois
$992K -$106K -8,198 -10%
Stifel Financial
148
Stifel Financial
Missouri
$975K +$892K +68,765 New
New York State Common Retirement Fund
149
New York State Common Retirement Fund
New York
$956K
First Eagle Investment Management
150
First Eagle Investment Management
New York
$946K +$43.8K +3,376 +5%

RKT Hedge Fund Activity: Q2 2025 in Review

374 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q2 2025, worth a combined $2.99B — up 80% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new RKT positions and 56 closed out — a net gain of 69 holders — while 138 added to existing stakes and 71 trimmed.

The largest buyer was ValueAct Holdings, adding an estimated $109M. The largest seller was Freestone Grove Partners, exiting entirely with an estimated $34.7M sold.

  • 374 institutional investors held Rocket Companies (RKT) as of Q2 2025, up from 308 in Q1 2025.
  • Funds reported $2.99B of Rocket Companies stock for Q2 2025, up 80% quarter-over-quarter.
  • 125 funds opened new Rocket Companies positions in Q2 2025 and 56 closed out, a net change of +69 holders.
  • The largest Rocket Companies buyer in Q2 2025 was ValueAct Holdings, an estimated $109M added.
  • The largest Rocket Companies seller in Q2 2025 was Freestone Grove Partners, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2025.