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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$6.42M +431,054 +4%
Boston Partners
2
Boston Partners
Massachusetts
$139M +$42.1M +2,829,292 +30%
JP Morgan Chase
3
JP Morgan Chase
New York
$91.9M +$2.6M +174,978 +2%
N
4
Nuveen
North Carolina
$91.5M +$41.7M +2,804,090 +53%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$68.8M -$22.7M -1,524,429 -20%
BlackRock
6
BlackRock
New York
$66M +$7.6M +510,484 +10%
State Street
7
State Street
Massachusetts
$61.1M +$19.7M +1,321,341 +32%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$53M +$20.7M +1,390,466 +42%
TCMX
9
Technology Crossover Management X
California
$50.1M
DSA
10
Davis Selected Advisers
Arizona
$35.7M +$107K +7,180 +0.2%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$24.6M +$8.84M +593,708 +37%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.9M +$1.11M +74,726 +4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$23.7M -$10M -675,150 -24%
Morgan Stanley
14
Morgan Stanley
New York
$21.6M +$2.22M +149,447 +8%
JVBC
15
J.V. Bruni & Co
Colorado
$20.9M +$4.84M +324,976 +21%
Renaissance Technologies
16
Renaissance Technologies
New York
$18.9M -$16.1M -1,078,568 -39%
Citadel Advisors
17
Citadel Advisors
Florida
$16.4M +$12.5M +837,921 +136%
UBS Group
18
UBS Group
Switzerland
$15.1M +$14.3M +961,885 +254%
HC
19
Hillman Company
Pennsylvania
$14.2M
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$14.1M +$18.7M +1,253,375 New
Charles Schwab
21
Charles Schwab
California
$13.1M +$1.82M +122,534 +12%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$11M +$14.6M +980,229 New
LPL Financial
23
LPL Financial
California
$10.2M +$3.39M +227,804 +33%
Barclays
24
Barclays
United Kingdom
$8.48M +$7.67M +515,022 +216%
Capital Fund Management (CFM)
25
Capital Fund Management (CFM)
France
$7.4M +$7.25M +486,997 +286%

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.