Rocket Lab USA, Inc.

RKLB • NASDAQ

Rocket Lab USA, Inc. is a aerospace & defense company in the industrials sector on NASDAQ, led by Peter Beck, with a market cap of $26.4B. As of Q3 2025, 55% of shares are held by 644 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.64%.

Chief Executive OfficerPeter Beck

Market Cap$26.4B

Aerospace & Defense

Industrials

Employees1.7K

Websiterocketlabusa.com

Country

United States of America

Overview

Overview of institutional ownership in RKLB as of Q3 2025 with a market cap of $23.2B

All Institutions

Institutions: 644
Value Held: $12.8B
Shares Held: 266.7M
Avg Position: $19.9M
Median Position: $703.5K

Hedge Funds

Hedge Funds: 44
Value Held: $495.5M
Shares Held: 10.3M
Avg Position: $11.3M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

53.11%

$12.3B

Hedge Funds

2.14%

$495.5M

Retail & Other

44.75%

$10.4B

Based on market cap of $23.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in RKLB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.0B 0.03% of portfolio	8.64% 41.8M shares	Q4 2021 Held for 3y 11m	$6.69T
B BlackRock, Inc. Institution	-	$1.5B 0.03% of portfolio	6.49% 31.4M shares	Q4 2021 Held for 3y 11m	$5.67T
C Capital World Investors Institution	-	$692.9M 0.09% of portfolio	2.99% 14.5M shares	Q2 2025 Held for 5 months	$730.00B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$594.1M 0.02% of portfolio	2.56% 12.4M shares	Q4 2021 Held for 3y 11m	$2.88T
B BAILLIE GIFFORD & CO Institution	-	$581.0M 0.43% of portfolio	2.51% 12.1M shares	Q2 2025 Held for 5 months	$134.80B
D D. E. Shaw & Co., Inc. Institution	-	$455.8M 0.39% of portfolio	1.97% 9.5M shares	Q2 2022 Held for 3y 5m	$115.81B
V VK Services, LLC Institution	-	$398.8M 98.64% of portfolio	1.72% 8.3M shares	Q3 2021 Held for 4y 2m	$404.3M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$390.8M 0.02% of portfolio	1.69% 8.2M shares	Q3 2021 Held for 4y 2m	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$341.4M 0.02% of portfolio	1.47% 7.1M shares	Q3 2021 Held for 4y 2m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$329.8M 0.02% of portfolio	1.42% 6.9M shares	Q3 2021 Held for 4y 2m	$1.33T

Net Capital Flow

Institutional buying and selling activity for RKLB in Q3 2025

Net Flow: −$131.9M
Buyers: 239
Sellers: 222
Total Bought: +$2.5B
Total Sold: −$2.6B
Avg Position: $24.2M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$414.7M +8.7M shares	$1.5B 31.4M shares
B BAILLIE GIFFORD & CO Institution	+$370.6M +7.7M shares	$581.0M 12.1M shares
T Toroso Investments, LLC ETF Provider	+$182.5M +3.8M shares	$184.5M 3.9M shares
MORGAN STANLEY RIA/Wealth	+$175.6M +3.7M shares	$341.4M 7.1M shares
VANGUARD GROUP INC Institution	+$101.9M +2.1M shares	$2.0B 41.8M shares
A Amundi Institution	+$101.7M +1.7M shares	$134.6M 2.3M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$93.5M +2.0M shares	$104.9M 2.2M shares
STATE STREET CORP Institution	+$71.3M +1.5M shares	$594.1M 12.4M shares
C Capital World Investors Institution	+$59.5M +1.2M shares	$692.9M 14.5M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$56.5M +1.2M shares	$390.8M 8.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
V VK Services, LLC Institution	−$622.8M −13.0M shares	$398.8M 8.3M shares
BANK OF AMERICA CORP /DE/ Institution	−$317.2M −6.6M shares	$329.8M 6.9M shares
Deer Management Co. LLC Venture Capital	−$292.2M −8.2M shares	Sold Off 0 shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$192.9M −5.4M shares	Sold Off 0 shares
UBS Group AG Institution	−$192.3M −4.0M shares	$127.5M 2.7M shares
D DCVC Opportunity Fund II GP, LLC Institution	−$95.3M −2.7M shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$94.1M −2.0M shares	$455.8M 9.5M shares
H HRT FINANCIAL LLC Institution	−$66.9M −1.4M shares	$12.6M 264.0K shares
Q Qube Research & Technologies Ltd Institution	−$58.4M −1.6M shares	Sold Off 0 shares
J Jump Financial, LLC Institution	−$52.4M −1.1M shares	$1.1M 23.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RKLB in Q3 2025

New Positions: 164
New Value: $256.3M
Exited Positions: 60
Exited Value: $862.6M

New Positions

Institution	Position Value
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	$39.8M 830.2K shares
T TB Alternative Assets Ltd. Hedge Fund•Value	$24.9M 519.2K shares
S Swedbank AB Institution	$22.5M 470.5K shares
A AVIVA PLC Institution	$15.6M 326.3K shares
Capital Impact Advisors, LLC ETF Provider	$14.7M 307.0K shares
A AGF MANAGEMENT LTD Institution	$10.4M 217.2K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$8.5M 177.3K shares
DIAM Co., Ltd. Long Only Manager	$8.0M 167.3K shares
P PRUDENTIAL PLC Institution	$7.4M 154.0K shares
K Korea Investment CORP Institution	$7.4M 153.5K shares

Exited Positions

Institution	Previous Position
Deer Management Co. LLC Venture Capital	$292.2M 8.2M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$192.9M 5.4M shares
D DCVC Opportunity Fund II GP, LLC Institution	$95.3M 2.7M shares
Q Qube Research & Technologies Ltd Institution	$58.4M 1.6M shares
D Data Collective IV GP, LLC Institution	$38.7M 1.1M shares
Castle Hook Partners LP Hedge Fund•Global Macro	$31.0M 865.3K shares
Y Y-Intercept Ltd Institution	$27.8M 778.5K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$21.0M 586.3K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$18.9M 528.9K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$11.1M 310.9K shares

Options Activity

Institutions with the largest Call and Put options positions in RKLB as of Q3 2025

Call Positions: 36
Call Value: $2.0B
Put Positions: 33
Put Value: $1.5B

Call Positions

Institution	Position Value
UBS Group AG Institution	$831.8M 173.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$491.3M 102.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$248.7M 51.9K contracts
D D. E. Shaw & Co., Inc. Institution	$114.7M 23.9K contracts
J JANE STREET GROUP, LLC Institution	$93.8M 19.6K contracts
W WOLVERINE TRADING, LLC Institution	$80.8M 17.2K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$38.2M 8.0K contracts
Walleye Trading LLC RIA/Wealth	$35.3M 7.4K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$22.4M 4.7K contracts
P PEAK6 LLC Institution	$16.5M 3.4K contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$284.9M 59.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$279.0M 58.2K contracts
J JANE STREET GROUP, LLC Institution	$235.7M 49.2K contracts
T Toroso Investments, LLC ETF Provider	$178.5M 37.3K contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$170.7M 35.6K contracts
C CANTOR FITZGERALD, L. P. Institution	$70.4M 14.7K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$57.3M 12.0K contracts
D D. E. Shaw & Co., Inc. Institution	$50.4M 10.5K contracts
W WOLVERINE TRADING, LLC Institution	$47.0M 10.0K contracts
Walleye Trading LLC RIA/Wealth	$38.9M 8.1K contracts

Most Committed Institutions

Institutions with RKLB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
V VK Services, LLC Institution	-	98.64% $398.8M	1.72% 8.3M shares	Q3 2021 Held for 4y 2m	$404.3M
Once Capital Management, LLC Hedge Fund•Long/Short	Tommaso Nmn Iaquinta Managing Partner	7.23% $26.6M	0.11% 556.0K shares	Q1 2022 Held for 3y 8m	$368.5M
Firsthand Capital Management, Inc. Institution	Kevin Michael Landis CEO	5.70% $3.4M	0.01% 70.0K shares	Q2 2025 Held for 5 months	$58.8M
MORGENS WATERFALL VINTIADIS & CO INC Hedge Fund•Long/Short	Edwin Huffman Morgens Chairman	4.93% $7.2M	0.03% 150.0K shares	Q2 2025 Held for 5 months	$145.8M
S SHARPEPOINT LLC RIA/Wealth	Brian David Robinson CCO	3.99% $4.3M	0.02% 88.8K shares	Q4 2024 Held for 11 months	$106.7M
T TB Alternative Assets Ltd. Hedge Fund•Value	Shujun Li CEO	3.72% $24.9M	0.11% 519.2K shares	Q3 2025 Held for 2 months	$668.4M
Capital Impact Advisors, LLC ETF Provider	Roger Wesley Johnson Managing Partner	3.29% $14.7M	0.06% 307.0K shares	Q3 2025 Held for 2 months	$447.1M
Darden Wealth Group Inc RIA/Wealth	Andrea Bernardini Darden CEO	2.64% $5.0M	0.02% 105.2K shares	Q4 2024 Held for 11 months	$191.0M
N Nan Fung Group Holdings Ltd Institution	-	2.61% $1.4M	0.01% 29.5K shares	Q3 2025 Held for 2 months	$54.3M
U UNICOM Systems, Inc. RIA/Wealth	Paul Thurman Scoggins Managing Partner	2.50% $24.1M	0.10% 502.9K shares	Q1 2025 Held for 8 months	$964.8M

Hedge Fund Spotlight

Discover hedge funds investing in RKLB

PIER 88 INVESTMENT PARTNERS LLC

Hedge Fund • Long/Short

Portfolio ManagerFrancis Thomas Timons

Portfolio Value: $94.4M
Positions: 85
Last Reported: Q3 2025

Sector Allocation

Position in Rocket Lab USA, Inc.

Market Value: $1.2M
Shares Held: 24.1K
Portfolio Weight: 1.22%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Monolithic Power Systems MPWR	Semiconductors Technology	$5.3M	5.64%
2 Moog MOG.A	Unknown Unknown	$5.1M	5.43%
3 ITT ITT	Industrial - Machinery Industrials	$4.6M	4.87%