LMT icon

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 %
TC
2676
TAGStone Capital
North Carolina
– -$216K -445 Closed
MAG
2677
Mayfair Advisory Group
Alabama
– -$216K -445 Closed
HI
2678
Human Investing
Oregon
– -$216K -444 Closed
GWM
2679
Gitterman Wealth Management
New Jersey
– -$215K -443 Closed
WHG
2680
Westwood Holdings Group
Texas
– -$215K -443 Closed
BW
2681
BXM Wealth
Colorado
– -$215K -442 Closed
PCS
2682
Private Client Services
Kentucky
– -$214K -440 Closed
SFG
2683
SNS Financial Group
Minnesota
– -$213K -438 Closed
WCAMG
2684
Woodard & Company Asset Management Group
North Carolina
– -$213K -438 Closed
SWMG
2685
Sanchez Wealth Management Group
Florida
– -$212K -436 Closed
TIA
2686
Tandem Investment Advisors
South Carolina
– -$212K -436 Closed
HPBT
2687
Hickory Point Bank & Trust
Illinois
– -$210K -433 Closed
IF
2688
Integrity Financial
Wyoming
– -$210K -432 Closed
RCWM
2689
Royal Capital Wealth Management
Indiana
– -$209K -431 Closed
LFA
2690
Longview Financial Advisors
Alabama
– -$209K -431 Closed
MMHP
2691
Murphy Middleton Hinkle & Parker
Georgia
– -$209K -431 Closed
EFG
2692
Embree Financial Group
Illinois
– -$210K -431 Closed
CFGW
2693
Chancellor Financial Group WB
Pennsylvania
– -$209K -430 Closed
DW30
2694
Drucker Wealth 3.0
New Jersey
– -$209K -430 Closed
JF
2695
Joule Financial
Kentucky
– -$207K -427 Closed
LWP
2696
LeClair Wealth Partners
Ohio
– -$207K -425 Closed
OCPWS
2697
One Charles Private Wealth Services
Massachusetts
– -$206K -425 Closed
MF
2698
Manchester Financial
California
– -$206K -425 Closed
AIFS
2699
A&I Financial Services
Colorado
– -$206K -424 Closed
TF
2700
Talbot Financial
Washington
– -$206K -423 Closed
106 107
108
109 110