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Rocket Companies

508 hedge funds and large institutions have $6.56B invested in Rocket Companies in 2025 Q3 according to their latest regulatory filings, with 198 funds opening new positions, 195 increasing their positions, 79 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 62

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

147% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 79

119% more capital invested

Capital invested by funds: $2.99B → $6.56B (+$3.57B)

36% more funds holding

Funds holding: 374508 (+134)

11% more call options, than puts

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

6.83% less ownership

Funds ownership: 139.23%132.4% (-6.8%)

Holders
508
Holders Change
+134
Holders Change %
+35.83%
% of All Funds
6.67%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.21%
New
198
Increased
195
Reduced
79
Closed
62
Calls
$1.17B
Puts
$1.06B
Net Calls
+$113M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$2.04M +116,760 +1,051%
Mariner
152
Mariner
Kansas
$2.06M +$974K +55,826 +110%
TAM
153
Titleist Asset Management
Texas
$2.03M -$3.1M -177,541 -63%
WSCM
154
Wellington Shields Capital Management
New York
$2M -$12.5K -715 -0.7%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$1.95M +$910K +52,203 +107%
Barclays
156
Barclays
United Kingdom
$1.95M -$1.75M -100,268 -50%
CCP
157
Clough Capital Partners
Massachusetts
$1.93M +$1.74M +99,510 New
Baird Financial Group
158
Baird Financial Group
Wisconsin
$1.91M +$1.72M +98,499 New
Victory Capital Management
159
Victory Capital Management
Texas
$1.89M -$1.05M -60,331 -38%
CCS
160
Concentric Capital Strategies
Connecticut
$1.86M +$1.67M +95,728 New
GC
161
Gould Capital
Washington
$1.83M +$1.65M +94,433 New
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$1.82M +$942K +54,027 +136%
NEI
163
Northwest & Ethical Investments
Ontario, Canada
$1.8M +$157K +9,000 +11%
NA
164
NewEdge Advisors
Louisiana
$1.78M +$1.6M +91,606 +61,071%
MTIC
165
Missouri Trust & Investment Company
Missouri
$1.77M -$50.1K -2,875 -3%
WMA
166
Wealth Management Associates
New Jersey
$1.63M +$623K +35,732 +74%
CC
167
Clearline Capital
New York
$1.59M -$10.5M -600,321 -88%
LJAC
168
L.J. Altfest & Co
New York
$1.56M +$180K +10,350 +15%
CA
169
Clearstead Advisors
Ohio
$1.55M +$419 +24 +0%
AGC
170
Aspen Grove Capital
Colorado
$1.55M
SC
171
Slotnik Capital
Texas
$1.51M +$1.36M +77,762 New
HCA
172
Harbor Capital Advisors
Illinois
$1.51M +$350K +20,089 +35%
PWM
173
Perigon Wealth Management
California
$1.49M +$1.34M +76,947 New
Jones Financial Companies
174
Jones Financial Companies
Missouri
$1.49M +$253K +14,480 +23%
FCH
175
Freestone Capital Holdings
Washington
$1.45M +$1.3M +74,783 New

RKT Hedge Fund Activity: Q3 2025 in Review

508 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q3 2025, worth a combined $6.56B — up 119% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new RKT positions and 62 closed out — a net gain of 136 holders — while 195 added to existing stakes and 79 trimmed.

The largest buyer was Nuveen, adding an estimated $337M. The largest seller was UBS Group, cutting an estimated $71.4M.

  • 508 institutional investors held Rocket Companies (RKT) as of Q3 2025, up from 374 in Q2 2025.
  • Funds reported $6.56B of Rocket Companies stock for Q3 2025, up 119% quarter-over-quarter.
  • 198 funds opened new Rocket Companies positions in Q3 2025 and 62 closed out, a net change of +136 holders.
  • The largest Rocket Companies buyer in Q3 2025 was Nuveen, an estimated $337M added.
  • The largest Rocket Companies seller in Q3 2025 was UBS Group, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2025.