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Lockheed Martin
LMT

Overview Fund Activity

2,536 hedge funds and large institutions have $77.5B invested in Lockheed Martin in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,029 increasing their positions, 1,027 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,536
Holders Change
-132
Holders Change %
-4.95%
% of All Funds
34.45%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.52%
New
143
Increased
1,029
Reduced
1,027
Closed
215
Calls
$1.91B
Puts
$1.58B
Net Calls
+$328M
Net Calls Change
+$523M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$250M
2
Marshall Wace
Marshall Wace
United Kingdom
+$206M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$157M
4
BlackRock
BlackRock
New York
+$137M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$135M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$542M
2
Capital World Investors
Capital World Investors
California
-$296M
3
Wells Fargo
Wells Fargo
California
-$232M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
5
State Street
State Street
Massachusetts
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
226
Prime Capital Investment Advisors
Kansas
$20.8M +$6.88M +15,405 +49%
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$20.8M +$764K +1,711 +4%
FCI
228
Financial Counselors Inc
Kansas
$20.8M -$432K -968 -2%
SFM
229
Stack Financial Management
Montana
$20.5M -$487K -1,091 -2%
AB
230
Amalgamated Bank
New York
$20.2M +$151K +339 +0.8%
Retirement Systems of Alabama
231
Retirement Systems of Alabama
Alabama
$20.1M -$293K -656 -1%
QCM
232
QRG Capital Management
Illinois
$20.1M -$2.27M -5,079 -10%
SPIA
233
Steward Partners Investment Advisory
New York
$19.8M -$1.96M -4,387 -9%
ClearBridge Investments
234
ClearBridge Investments
New York
$19.8M -$11M -24,519 -36%
SFI
235
Susquehanna Fundamental Investments
Pennsylvania
$19.7M -$440K -986 -2%
ETC
236
Exchange Traded Concepts
Oklahoma
$19.3M +$8.12M +18,175 +72%
USAA
237
United Services Automobile Association
Texas
$19.2M – – –
Group One Trading
238
Group One Trading
Illinois
$19.1M +$7.25M +16,225 +61%
P
239
&Partners
Tennessee
$18.5M +$470K +1,061 +3%
BEI
240
Benjamin Edwards Inc
Missouri
$18.5M -$2.43M -5,440 -12%
RWP
241
RWA Wealth Partners
Massachusetts
$18.4M -$326K -730 -2%
BCIM
242
British Columbia Investment Management
British Columbia, Canada
$18.2M -$126K -281 -0.7%
EF
243
Empowered Funds
Pennsylvania
$18M +$3.15M +7,052 +21%
SIMG
244
Sonora Investment Management Group
Arizona
$18M +$619K +1,385 +4%
TS
245
Tamar Securities
California
$17.8M +$1.04M +2,317 +6%
GLA
246
Great Lakes Advisors
Illinois
$17.7M -$3.4M -7,622 -16%
KPWS
247
Kestra Private Wealth Services
Texas
$17.7M +$336K +752 +2%
BIM
248
Bridges Investment Management
Nebraska
$17.4M +$190K +426 +1%
ANBT
249
American National Bank & Trust
Texas
$17.4M +$387K +866 +2%
GHA
250
GW Henssler & Associates
Georgia
$17.2M +$457K +1,024 +3%
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