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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 %
RC
351
RBO & Co
California
$10.7M -$472K -1,057 -4%
FNBT
352
FineMark National Bank & Trust
Florida
$10.6M -$125K -280 -1%
IAA
353
Independent Advisor Alliance
North Carolina
$10.6M +$724K +1,620 +7%
LW
354
Linscomb Wealth
Texas
$10.5M +$41.1K +92 +0.4%
PHK
355
Point72 Hong Kong
Hong Kong
$10.5M +$10.5M +23,528 New
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$10.4M +$4.91K +11 +0%
CAMG
357
CWA Asset Management Group
Florida
$10.3M -$4.01M -8,968 -28%
BIA
358
Biondo Investment Advisors
Pennsylvania
$10.1M +$465K +1,042 +5%
LFAS
359
Level Four Advisory Services
Texas
$10.1M +$977K +2,186 +11%
UAS
360
United Asset Strategies
New York
$10.1M -$4.03M -9,032 -29%
BFIC
361
Bedell Frazier Investment Counselling
California
$10.1M -$254K -569 -2%
Hudson Bay Capital Management
362
Hudson Bay Capital Management
Connecticut
$9.94M -$15.1M -33,828 -60%
GLR
363
Great Lakes Retirement
Ohio
$9.91M +$7.45M +16,669 +303%
JWM
364
Jeppson Wealth Management
California
$9.88M +$221K +494 +2%
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$9.7M -$2.85M -6,374 -23%
JIC
366
Johnson Investment Counsel
Ohio
$9.69M -$62.1K -139 -0.6%
CA
367
Cullinan Associates
Kentucky
$9.62M -$6.25K -14 -0.1%
TWC
368
TD Waterhouse Canada
Ontario, Canada
$9.52M -$385K -860 -4%
ECM
369
Evergreen Capital Management
Washington
$9.48M +$4.52M +10,115 +91%
WFG
370
Wills Financial Group
Virginia
$9.47M +$13.8K +31 +0.1%
BC
371
Burney Company
Virginia
$9.32M -$1.39M -3,112 -13%
TC
372
TwinBeech Capital
New York
$9.3M -$13.8M -30,824 -60%
IIM
373
INTECH Investment Management
Florida
$9.29M -$4.47M -10,006 -32%
CBTWT
374
Community Bank & Trust (Waco, Texas)
Texas
$9.28M -$153K -343 -2%
Aberdeen Group
375
Aberdeen Group
United Kingdom
$9.23M +$879K +1,967 +11%
13 14
15
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