Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROCKET COS INC (RKT)

827 + Investors. Track Smart Money conviction in RKT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +246
Streak
4Q ▲
Buyers last Q
77%

Smart Money Signals — RKT

Based on 758 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added RKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
758 hedge funds hold RKT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +192% more funds vs a year ago

fund count last 6Q
+498 new funds entered over the past year (+192% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

647 buying188 selling
Last quarter: 647 funds were net buyers (325 opened a brand new position + 322 added to an existing one). Only 188 were sellers (109 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+127 vs last Q)

new funds entering per quarter
Funds opening a new RKT position: 85 → 121 → 198 → 325. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 57% new

■ 25% conviction (2yr+) ■ 17% medium ■ 57% new
Of the 758 current holders: 193 (25%) held >2 years, 131 held 1–2 years, and 434 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +88%, value -26%

Value
-26%
Shares
+87%
Last quarter: funds added +88% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

50 → 85 → 121 → 198 → 325 new funds/Q
New funds entering each quarter: 85 → 121 → 198 → 325. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 55% of holders entered in last year

■ 39% veterans ■ 6% 1-2yr ■ 55% new
Of 827 current holders: 457 (55%) entered in the past year, only 323 (39%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
45 of 758 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RKT

How many hedge funds hold RKT — quarterly history vs. share price
Quarterly hedge fund ownership of RKT vs. share price

Market Analysis: RKT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RKT

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 18 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: RKT
2026 Q1 Stats Unlock in 19 days 827 + Investors

Track Smart Money conviction in RKT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 827 584 41.61%
13F Shares 866M 461M 87.91%
Total Value $16.25B $22.04B -26.28%
New Positions 329 209 +120
Increased Positions 423 291 +132
Closed Positions 90 58 +32
Reduced Positions 174 161 +13
Total Calls 43 48 -10.42%
Total Puts 36 46 -21.74%
PUT/CALL Ratio 0.84 0.96 Neutral

Statistics: RKT

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Valuation Measures Data as of: --

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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

827 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RKT. Verified SEC 13F-HR filings.

Top 25 institutional holders of RKT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HILLMAN CO 6.02% 1,085,554 $15.5M
2 GFG Capital, LLC 2.69% 590,612 $8.4M
3 MFG WEALTH MANAGEMENT, INC. 2.31% 195,091 $2.8M
4 SIERRA SUMMIT ADVISORS LLC 1.98% 956,485 $13.6M
5 BLUE JEAN FINANCIAL LLC 1.52% 129,208 $1.8M
6 LINCOLN CAPITAL CORP 1.47% 281,050 $4.0M
7 UDINE WEALTH MANAGEMENT, INC. 1.24% 178,801 $2.5M
8 Philip James Wealth Mangement, LLC 1.22% 744,381 $10.6M
9 Compass Wealth Management LLC 1.21% 344,571 $4.9M
10 Reynders McVeigh Capital Management, LLC 0.82% 1,141,083 $16K
11 Peregrine Asset Advisers, Inc. 0.75% 195,956 $2.8M
12 FLP Wealth Management, LLC 0.67% 356 $327K
13 Canton Hathaway, LLC 0.48% 165,880 $2.4M
14 Marietta Wealth Management, LLC 0.46% 271,464 $3.9M
15 Baker Chad R 0.43% 159,135 $2.3M
16 Asio Capital, LLC 0.41% 204,798 $2.9M
17 Fullerton Advisors, LLC 0.40% 27,159 $387K
18 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.33% 2,309,295 $32.9M
19 Great Point Wealth Advisors, LLC 0.32% 121,852 $1.7M
20 Whalen Wealth Management Inc. 0.30% 39,412 $562K
21 Artemis Investment Management LLP 0.22% 1,488,105 $21.2M
22 Northern Lights Advisors, Inc. 0.22% 16,592 $321K
23 Colonial River Investments, LLC 0.22% 42,709 $609K
24 CAP Partners, LLC 0.22% 26,950 $384K
25 HMS Capital Management, LLC 0.20% 36,710 $523K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROCKET COS INC (RKT)

What does the Smart Money Trend signal show for RKT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added RKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RKT?

More buyers than sellers — 77% buying: Last quarter: 647 funds were net buyers (325 opened a brand new position + 322 added to an existing one). Only 188 were sellers (109 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RKT holders?

Strong quality — 34% AUM from major funds: 45 of 758 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RKT?

Mixed — 25% long-term, 57% new: Of the 758 current holders: 193 (25%) held >2 years, 131 held 1–2 years, and 434 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.