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Rocket Companies

269 hedge funds and large institutions have $1.95B invested in Rocket Companies in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $169M | Put options by funds: $73.7M

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

48% more capital invested

Capital invested by funds: $1.32B → $1.95B (+$633M)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

6% more funds holding

Funds holding: 254269 (+15)

3.34% more ownership

Funds ownership: 69.11%72.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
269
Holders Change
+15
Holders Change %
+5.91%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
100
Reduced
66
Closed
38
Calls
$169M
Puts
$73.7M
Net Calls
+$94.8M
Net Calls Change
+$58.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$354K
SWP
152
Stratos Wealth Partners
Ohio
$350K +$320K +18,254 New
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$330K +$302K +17,225 New
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$321K -$4.77K -272 -2%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$312K +$106K +6,044 +59%
VF
156
Virtu Financial
New York
$310K +$51.3K +2,925 +22%
ACA
157
Atlas Capital Advisors
Wyoming
$308K -$13.2K -751 -4%
Ameriprise
158
Ameriprise
Minnesota
$305K +$65.5K +3,735 +31%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$304K
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$304K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$298K +$204K +11,633 +285%
PCM
162
Pointe Capital Management
Michigan
$288K -$87.7K -5,000 -25%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$286K +$263 +15 +0.1%
PAG
164
Private Advisor Group
New Jersey
$284K +$54.9K +3,129 +27%
WPC
165
Wedmont Private Capital
Pennsylvania
$279K +$22.9K +1,305 +9%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$124K -7,077 -34%
TC
167
TownSquare Capital
Utah
$238K +$218K +12,417 New
DM
168
Deerfield Management
New York
$237K +$217K +12,347 New
KWM
169
Kingsview Wealth Management
Oregon
$235K +$215K +12,250 New
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$231K -$424K -24,189 -67%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$227K -$5.16K -294 -2%
VI
172
Versor Investments
New York
$223K +$204K +11,600 New
LFP
173
Lakeshore Financial Planning
Michigan
$221K -$35.1K -2,000 -15%
HighTower Advisors
174
HighTower Advisors
Illinois
$216K +$597 +34 +0.3%
BCI
175
Brinker Capital Investments
Pennsylvania
$207K -$42.6K -2,430 -18%

RKT Hedge Fund Activity: Q3 2024 in Review

269 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2024, worth a combined $1.95B — up 48% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RKT positions and 38 closed out — a net gain of 17 holders — while 100 added to existing stakes and 66 trimmed.

The largest buyer was Nuveen, adding an estimated $87.8M. The largest seller was Fidelity Investments, cutting an estimated $61.8M.

  • 269 institutional investors held Rocket Companies (RKT) as of Q3 2024, up from 254 in Q2 2024.
  • Funds reported $1.95B of Rocket Companies stock for Q3 2024, up 48% quarter-over-quarter.
  • 55 funds opened new Rocket Companies positions in Q3 2024 and 38 closed out, a net change of +17 holders.
  • The largest Rocket Companies buyer in Q3 2024 was Nuveen, an estimated $87.8M added.
  • The largest Rocket Companies seller in Q3 2024 was Fidelity Investments, an estimated $61.8M sold.

Based on aggregated 13F filings for Q3 2024.