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Rocket Companies

268 hedge funds and large institutions have $1.23B invested in Rocket Companies in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 76 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $86.2M | Put options by funds: $35.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 76

2.62% more ownership

Funds ownership: 72.44%75.06% (+2.6%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% less funds holding

Funds holding: 269268 (-1)

37% less capital invested

Capital invested by funds: $1.95B → $1.23B (-$721M)

Holders
268
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
55
Increased
90
Reduced
76
Closed
51
Calls
$86.2M
Puts
$35.9M
Net Calls
+$50.3M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$26.1K -$2.14M -143,600 -98%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$24.3K +$6.07K +408 +23%
GI
203
GAMMA Investing
California
$24.1K -$7.35K -494 -19%
ZB
204
Zions Bancorporation
Utah
$22.5K +$29.8K +2,000 New
AF
205
Allworth Financial
California
$20.4K +$1.24K +83 +5%
S
206
SignatureFD
Georgia
$19.9K +$5.95K +400 +29%
HCP
207
Hexagon Capital Partners
Arkansas
$17.5K
SAM
208
Smartleaf Asset Management
Massachusetts
$17.4K -$5.24K -352 -18%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$17.2K -$3.08K -207 -12%
EWA
210
EverSource Wealth Advisors
Alabama
$13.7K +$17.7K +1,191 +4,254%
BIG
211
Brooklyn Investment Group
New York
$10.9K +$164 +11 +1%
CF
212
Corebridge Financial
Texas
$10.8K -$1.01K -68 -7%
BTI
213
Blue Trust Inc
Georgia
$9.84K -$82.8K -5,564 -86%
FFA
214
Farther Finance Advisors
California
$8.64K +$268 +18 +2%
PA
215
Parallel Advisors
California
$8.28K -$13.3K -895 -55%
CIAM
216
Caitong International Asset Management
Hong Kong
$7.66K +$10.1K +680 New
MG
217
Mather Group
Illinois
$7.11K
VWM
218
Venturi Wealth Management
Texas
$6.51K -$6.28K -422 -42%
Comerica Bank
219
Comerica Bank
Texas
$6.21K +$193 +13 +2%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$5.63K
DFA
221
DHJJ Financial Advisors
Illinois
$5.63K
KBFS
222
Kohmann Bosshard Financial Services
Ohio
$5.63K +$7.44K +500 New
FFO
223
Fortitude Family Office
Arizona
$5.61K
SWM
224
Spire Wealth Management
Virginia
$5.41K +$7.14K +480 New
AF
225
Atala Financial
California
$5.07K +$6.7K +450 New

RKT Hedge Fund Activity: Q4 2024 in Review

268 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Rocket Companies (RKT) for Q4 2024, worth a combined $1.23B — down 37% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new RKT positions and 51 closed out — a net gain of 4 holders — while 90 added to existing stakes and 76 trimmed.

The largest buyer was Boston Partners, adding an estimated $42.1M. The largest seller was Contour Asset Management, exiting entirely with an estimated $28.8M sold.

  • 268 institutional investors held Rocket Companies (RKT) as of Q4 2024, down from 269 in Q3 2024.
  • Funds reported $1.23B of Rocket Companies stock for Q4 2024, down 37% quarter-over-quarter.
  • 55 funds opened new Rocket Companies positions in Q4 2024 and 51 closed out, a net change of +4 holders.
  • The largest Rocket Companies buyer in Q4 2024 was Boston Partners, an estimated $42.1M added.
  • The largest Rocket Companies seller in Q4 2024 was Contour Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2024.