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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 %
CIA
476
Concurrent Investment Advisors
Florida
$6.42M +$925K +2,071 +17%
CTC
477
Central Trust Company
Missouri
$6.41M -$131K -294 -2%
OQS
478
Occudo Quantitative Strategies
Florida
$6.41M +$2.24M +5,081 +54%
OHIS
479
Oak Harvest Investment Services
Texas
$6.39M -$892K -1,997 -12%
LI
480
Lafayette Investments
Maryland
$6.34M -$497K -1,113 -7%
SB
481
Simmons Bank
Arkansas
$6.33M -$70.1K -157 -1%
HEIP
482
Hudson Edge Investment Partners
New Jersey
$6.32M +$390K +873 +7%
AMM
483
American Money Management
California
$6.31M +$151K +339 +2%
DOA
484
D'Orazio & Associates
Virginia
$6.29M +$2.06M +4,621 +49%
OTL
485
Oak Thistle LLC
New York
$6.28M +$5.26M +11,779 +516%
VFA
486
Valeo Financial Advisors
Indiana
$6.24M -$55.8K -125 -0.9%
TCM
487
Telos Capital Management
California
$6.23M +$121K +270 +2%
ECM
488
EagleClaw Capital Management
Massachusetts
$6.22M +$583K +1,306 +10%
TCOV
489
Trust Company of Vermont
Vermont
$6.21M -$29.5K -66 -0.5%
HWM
490
HB Wealth Management
Georgia
$6.19M +$592K +1,325 +11%
CICI
491
Capital Investment Counsel Inc
North Carolina
$6.19M +$230K +514 +4%
Pacer Advisors
492
Pacer Advisors
Pennsylvania
$6.16M -$3.05M -6,827 -33%
NGA
493
Naples Global Advisors
Florida
$6.12M +$216K +484 +4%
CC
494
Courier Capital
New York
$6.12M -$245K -549 -4%
MIA
495
MainStreet Investment Advisors
Illinois
$6.1M -$170K -380 -3%
SCTC
496
Sanibel Captiva Trust Company
Florida
$6.08M -$235K -525 -4%
SP
497
Stablepoint Partners
Massachusetts
$6.08M +$235K +527 +4%
NIM
498
NEOS Investment Management
Connecticut
$6.06M +$1.12M +2,503 +23%
GF
499
Gabelli Funds
New York
$6.02M +$938K +2,100 +18%
CA
500
Clearstead Advisors
Ohio
$5.99M +$203K +454 +4%
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