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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 %
IC
401
IEQ Capital
California
$8.18M +$2.2M +4,923 +37%
RCM
402
Rockbridge Capital Management
Virginia
$8.17M +$36.2K +81 +0.4%
UBV
403
United Bank (Virginia)
Virginia
$8.15M +$8.15M +18,252 New
NI
404
Nuance Investments
Missouri
$8.12M +$8.12M +18,187 New
BCI
405
Brinker Capital Investments
Pennsylvania
$8.12M +$176K +393 +2%
OPS
406
Orion Portfolio Solutions
Nebraska
$8.12M +$176K +393 +2%
NEAM
407
New England Asset Management
Connecticut
$8.11M +$1.55M +3,470 +24%
WIM
408
WealthPlan Investment Management
Nebraska
$8.1M +$1.1M +2,456 +16%
SDIC
409
South Dakota Investment Council
South Dakota
$8.05M +$393K +880 +5%
OPERF
410
Oregon Public Employees Retirement Fund
Oregon
$8.04M -$40.2K -90 -0.5%
JPWM
411
Jamison Private Wealth Management
Georgia
$8M +$130K +290 +2%
EWA
412
EP Wealth Advisors
California
$7.99M +$33.5K +75 +0.4%
PGFC
413
Peapack-Gladstone Financial Corp
New Jersey
$7.96M -$419K -938 -5%
AF
414
Allworth Financial
California
$7.95M -$87.3K -187 -1%
ET
415
Entropy Technologies
New York
$7.87M +$6.33M +14,171 +410%
HSA
416
HBK Sorce Advisory
Pennsylvania
$7.85M +$103K +231 +1%
KWMG
417
King Wealth Management Group
Florida
$7.83M -$154K -344 -2%
CAM
418
Campion Asset Management
Virginia
$7.76M – – –
FC
419
FORA Capital
Florida
$7.76M +$456K +1,020 +6%
SW
420
SlateStone Wealth
Florida
$7.73M -$3.13K -7 -0%
BFG
421
Berger Financial Group
Minnesota
$7.71M +$280K +627 +4%
SPC
422
Spirepoint Private Client
Florida
$7.66M +$289K +648 +4%
WA
423
Waverly Advisors
Alabama
$7.66M +$1.15M +2,569 +18%
CFIA
424
Cantor Fitzgerald Investment Advisors
New York
$7.65M +$1.2M +2,686 +19%
VI
425
Vestcor Inc
New Brunswick, Canada
$7.61M +$768K +1,720 +11%
15 16
17
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