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Rocket Companies

501 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 193 increasing their positions, 79 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

35% more funds holding

Funds holding: 372501 (+129)

11% more call options, than puts

Call options by funds: $1.17B | Put options by funds: $1.06B

6.83% less ownership

Funds ownership: 139.21%132.38% (-6.8%)

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17B
Puts
$1.06B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$2.08M
Mariner
152
Mariner
Kansas
$2.06M
TAM
153
Titleist Asset Management
Texas
$2.03M
WSCM
154
Wellington Shields Capital Management
New York
$2M
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$1.95M
Barclays
156
Barclays
United Kingdom
$1.95M
CCP
157
Clough Capital Partners
Massachusetts
$1.93M
Baird Financial Group
158
Baird Financial Group
Wisconsin
$1.91M
Victory Capital Management
159
Victory Capital Management
Texas
$1.89M
CCS
160
Concentric Capital Strategies
Connecticut
$1.86M
GC
161
Gould Capital
Washington
$1.83M
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$1.82M
NEI
163
Northwest & Ethical Investments
Ontario, Canada
$1.8M
NA
164
NewEdge Advisors
Louisiana
$1.78M
MTIC
165
Missouri Trust & Investment Company
Missouri
$1.77M
WMA
166
Wealth Management Associates
New Jersey
$1.63M
CC
167
Clearline Capital
New York
$1.59M
LJAC
168
L.J. Altfest & Co
New York
$1.56M
CA
169
Clearstead Advisors
Ohio
$1.55M
AGC
170
Aspen Grove Capital
Colorado
$1.55M
SC
171
Slotnik Capital
Texas
$1.51M
HCA
172
Harbor Capital Advisors
Illinois
$1.51M
PWM
173
Perigon Wealth Management
California
$1.49M
Jones Financial Companies
174
Jones Financial Companies
Missouri
$1.49M
FCH
175
Freestone Capital Holdings
Washington
$1.45M