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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 %
SPA
2626
Sherbrooke Park Advisers
New York
– -$327K -673 Closed
4WM
2627
44 Wealth Management
Oregon
– -$324K -667 Closed
Optiver Holding
2628
Optiver Holding
Netherlands
– -$317K -653 Closed
EC
2629
EntryPoint Capital
New York
– -$311K -639 Closed
NVCHI
2630
New Vernon Capital Holdings II
New Jersey
– -$307K -631 Closed
SIA
2631
Summit Investment Advisors
Maryland
– -$274K -631 Closed
TNBTD
2632
Trustmark National Bank Trust Department
Mississippi
– -$302K -622 Closed
PFG
2633
PAX Financial Group
Texas
– -$300K -616 Closed
CFS
2634
Coordinated Financial Services
Colorado
– -$297K -611 Closed
CP
2635
Clarendon Private
Massachusetts
– -$295K -607 Closed
JSAM
2636
J. Safra Asset Management
New York
– -$291K -602 Closed
CWA
2637
Consilium Wealth Advisory
Texas
– -$288K -593 Closed
SH
2638
SLT Holdings
Arizona
– -$286K -589 Closed
WEG
2639
World Equity Group
Illinois
– -$283K -582 Closed
BMCM
2640
Burns Matteson Capital Management
New York
– -$281K -578 Closed
FFA
2641
Fairfield Financial Advisors
Massachusetts
– -$272K -559 Closed
HIM
2642
Hanlon Investment Management
New Jersey
– -$268K -552 Closed
BHB
2643
Bank Hapoalim BM
Israel
– -$267K -550 Closed
WIA
2644
Wealthedge Investment Advisors
New York
– -$265K -545 Closed
LF
2645
Lee Financial
Texas
– -$259K -532 Closed
FEM
2646
Fulcrum Equity Management
Texas
– -$258K -531 Closed
CWM
2647
Connecticut Wealth Management
Connecticut
– -$256K -527 Closed
BCG
2648
Bravias Capital Group
New Jersey
– -$244K -527 Closed
MAA
2649
Matrix Asset Advisors
New York
– -$256K -526 Closed
HCM
2650
Hilton Capital Management
New York
– -$255K -524 Closed
104 105
106
107 108