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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, 1,028 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
1,028
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 %
AF
2476
Atala Financial
California
$10.7K – – –
KFGG
2477
Keystone Financial Group (Georgia)
Georgia
$10.3K – – –
ACM
2478
Anfield Capital Management
California
$10.3K – – –
RBI
2479
Raiffeisen Bank International
Austria
$9.83K – – –
CWM
2480
Copia Wealth Management
Oregon
$9.38K – – –
AWM
2481
Atticus Wealth Management
Florida
$8.94K – – –
FW
2482
Fairway Wealth
Ohio
$8.93K – – –
BDPWM
2483
Barnes Dennig Private Wealth Management
Ohio
$8.93K +$8.93K +20 New
CWA
2484
Carolina Wealth Advisors
South Carolina
$8.93K +$8.93K +20 New
HHGA
2485
Halbert Hargrove Global Advisors
California
$8.49K +$1.79K +4 +27%
CFS
2486
Compass Financial Services
Iowa
$7.82K +$5.21K +12 +200%
SCA
2487
Stuart Chaussee & Associates
California
$7.59K – – –
NEWAS
2488
N.E.W. Advisory Services
Wisconsin
$7.59K +$7.59K +17 New
HWP
2489
Highline Wealth Partners
California
$7.19K +$1.35K +3 +23%
RAM
2490
Riggs Asset Management
Pennsylvania
$7.15K – – –
RTL
2491
Red Tortoise LLC
Georgia
$7.15K – – –
HFM
2492
Harvest Fund Management
China
$7K +$7K +16 New
NECFA
2493
New England Capital Financial Advisors
Connecticut
$6.98K +$436 +1 +7%
BCM
2494
Birch Capital Management
Texas
$6.7K – – –
BCPWM
2495
Bradley & Co Private Wealth Management
Florida
$6.7K – – –
GP
2496
Greenline Partners
New York
$6.7K +$6.7K +15 New
CJH
2497
Christopher J. Hasenberg
Wisconsin
$5.83K – – –
MCA
2498
Maryland Capital Advisors
Maryland
$5.81K – – –
IA
2499
IFS Advisors
Kansas
$5.81K – – –
PS
2500
PayPay Securities
Japan
$5.71K +$2.38K +5 +71%
98 99
100
101 102