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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 %
MA
551
Menlo Advisors
California
$5.16M -$116K -260 -2%
BIG
552
Builder Investment Group
Georgia
$5.15M -$87.1K -195 -2%
CBA
553
Coastal Bridge Advisors
Connecticut
$5.14M +$5.14M +11,510 New
SL
554
Summitry LLC
California
$5.13M +$574K +1,285 +13%
EW
555
Evexia Wealth
Wisconsin
$5.13M +$35.1K +76 +0.7%
CWM
556
Congress Wealth Management
Massachusetts
$5.09M +$630K +1,413 +14%
SWM
557
Spire Wealth Management
Virginia
$5.07M -$46.5K -104 -0.9%
IA
558
IFP Advisors
Florida
$5.06M +$1.12M +2,501 +28%
LSERS
559
Louisiana State Employees Retirement System
Louisiana
$5.05M – – –
BFA
560
Benedict Financial Advisors
Georgia
$5.03M +$92.5K +207 +2%
AWM
561
Apollon Wealth Management
South Carolina
$5.02M -$340K -761 -6%
GI
562
GLOBALT Investments
Georgia
$5M +$22.3K +50 +0.4%
TIAA Trust, National Association
563
TIAA Trust, National Association
North Carolina
$5M +$193K +432 +4%
RPC
564
Rossmore Private Capital
Connecticut
$5M -$5.36K -12 -0.1%
SAM
565
Securian Asset Management
Minnesota
$4.97M -$89.3K -200 -2%
BRM
566
Boston Research & Management
Massachusetts
$4.97M -$40.2K -90 -0.8%
DAS
567
Dynamic Advisor Solutions
Arizona
$4.96M +$254K +569 +5%
ECML
568
Eagle Capital Management (Louisiana)
Louisiana
$4.93M +$92.9K +208 +2%
TCOT
569
Trust Company of Toledo
Ohio
$4.92M +$1.34K +3 +0%
BST
570
Bath Savings Trust
Maine
$4.89M +$56.7K +127 +1%
ACIM
571
Azimuth Capital Investment Management
Michigan
$4.87M +$65.2K +146 +1%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$4.84M +$140K +314 +3%
ACM
573
Aljian Capital Management
Nevada
$4.8M -$8.04K -18 -0.2%
UHC
574
Union Heritage Capital
Michigan
$4.75M – – –
IMC Chicago
575
IMC Chicago
Illinois
$4.73M +$4.73M +10,586 New
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