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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
HWA
151
HCR Wealth Advisors
California
$939K -$1.56K -120 -0.2%
ASRS
152
Arizona State Retirement System
Arizona
$936K +$341K +26,281 +66%
AC
153
AXQ Capital
New Jersey
$931K +$557K +42,937 +189%
MWP
154
Momentum Wealth Planning
Florida
$927K +$848K +65,354 New
Canada Life
155
Canada Life
Manitoba, Canada
$910K +$167K +12,905 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$898K +$821K +63,300 New
Jones Financial Companies
157
Jones Financial Companies
Missouri
$880K +$80.4K +6,194 +11%
MG
158
Marex Group
$868K +$794K +61,200 New
HAI
159
Hennessy Advisors Inc
California
$851K +$778K +60,000 New
PAP
160
Persistent Asset Partners
Hong Kong
$832K +$761K +58,677 New
HCA
161
Harbor Capital Advisors
Illinois
$818K +$121K +9,331 +19%
DSCM
162
Divisadero Street Capital Management
Florida
$808K -$18.1M -1,394,492 -96%
NRD
163
Nebula Research & Development
New York
$807K +$351K +27,034 +90%
Janus Henderson Group
164
Janus Henderson Group
United Kingdom
$806K +$29.9K +2,307 +4%
YIH
165
Y-Intercept (HK)
Hong Kong
$762K +$698K +53,766 New
WSFS
166
Wilmington Savings Fund Society
Delaware
$757K +$693K +53,395 New
ACA
167
Aptus Capital Advisors
Alabama
$733K +$671K +51,710 New
KWM
168
Keebeck Wealth Management
Illinois
$727K -$143K -11,041 -18%
Mariner
169
Mariner
Kansas
$719K -$191K -14,745 -23%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$713K +$282K +21,711 +76%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$700K +$60.7K +4,680 +10%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$689K -$1.6M -123,531 -72%
WMA
173
Wealth Management Associates
New Jersey
$684K +$3.89K +300 +0.6%
WSC
174
Wellington Shields & Co
New York
$661K +$605K +46,600 New
WIC
175
Water Island Capital
New York
$657K

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.