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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 %
Balyasny Asset Management
426
Balyasny Asset Management
Illinois
$7.6M -$14.3M -31,902 -65%
WAS
427
Wesleyan Assurance Society
United Kingdom
$7.59M – – –
CTA
428
Colonial Trust Advisors
South Carolina
$7.51M -$184K -413 -2%
MSU
429
Mizuho Securities USA
New York
$7.49M -$1.44M -3,220 -16%
VWA
430
Visionary Wealth Advisors
Illinois
$7.48M +$797K +1,784 +12%
DC
431
Davenport & Co
Virginia
$7.41M -$1.98M -4,431 -21%
GC
432
Guggenheim Capital
Illinois
$7.41M -$698K -1,563 -9%
GC
433
Grimes & Company
Massachusetts
$7.36M +$225K +503 +3%
SC
434
Scotia Capital
Ontario, Canada
$7.35M -$131K -294 -2%
ACP
435
Aviance Capital Partners
Florida
$7.34M +$124K +278 +2%
TC
436
TownSquare Capital
Utah
$7.31M -$1.97M -4,409 -21%
DWM
437
Destination Wealth Management
California
$7.3M -$27.2K -61 -0.4%
TRSOTSOK
438
Teachers Retirement System of the State of Kentucky
Kentucky
$7.28M +$264K +590 +4%
APSI
439
Asset Planning Services Inc
Louisiana
$7.27M +$33.5K +75 +0.5%
VF
440
Virtu Financial
New York
$7.15M +$3.92M +8,785 +122%
WLPWM
441
Walled Lake Planning & Wealth Management
Illinois
$7.11M +$34.8K +78 +0.5%
AP
442
Appleton Partners
Massachusetts
$7.11M +$113K +254 +2%
SPS
443
Susquehanna Portfolio Strategies
Pennsylvania
$7.11M +$7.11M +15,912 New
AWA
444
Arkadios Wealth Advisors
Georgia
$7.11M +$2.76M +6,187 +64%
SC
445
Schulhoff & Co
Ohio
$7.08M -$59K -132 -0.8%
YIH
446
Y-Intercept (HK)
Hong Kong
$7.07M -$3.16M -7,068 -31%
LA
447
Lynch & Associates
Indiana
$7.04M -$63K -141 -0.9%
SAM
448
Silvercrest Asset Management
New York
$7.04M +$288K +645 +4%
VVP
449
Venture Visionary Partners
Ohio
$7.04M +$29.9K +67 +0.4%
AI
450
Atria Investments
North Carolina
$6.98M -$3.52M -7,880 -34%
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