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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 %
CWP
651
Concord Wealth Partners
Virginia
$3.74M +$948K +2,123 +34%
MYAM
652
Meiji Yasuda Asset Management
Japan
$3.73M -$38.9K -87 -1%
WAOTB
653
Wealth Advisors of Tampa Bay
Florida
$3.72M +$336K +753 +10%
VIA
654
Victrix Investment Advisors
Florida
$3.72M +$261K +599 +8%
AUB
655
Atlantic Union Bankshares
Virginia
$3.72M +$789K +1,766 +27%
CCM
656
Carderock Capital Management
Maryland
$3.71M -$302K -675 -8%
NRD
657
Nebula Research & Development
New York
$3.68M +$3.36M +7,517 +1,045%
SLG
658
Stanley-Laman Group
Pennsylvania
$3.67M +$130K +290 +4%
CAU
659
Caxton Associates (UK)
$3.67M +$3.67M +8,211 New
SW
660
SteelPeak Wealth
California
$3.66M -$101K -225 -3%
HWM
661
Hohimer Wealth Management
Washington
$3.66M -$12.1K -27 -0.3%
BHCM
662
Brevan Howard Capital Management
Jersey
$3.65M +$1.4M +3,127 +62%
KWA
663
Kingswood Wealth Advisors
California
$3.63M -$847K -1,894 -19%
FFA
664
Farther Finance Advisors
California
$3.62M +$1M +2,237 +38%
MCB
665
Morton Community Bank
Illinois
$3.62M +$73.7K +165 +2%
ACM
666
Alta Capital Management
Utah
$3.59M +$428K +958 +14%
HAG
667
HighPoint Advisor Group
Illinois
$3.59M +$32.8K +69 +0.9%
OPTFSNA
668
Old Point Trust & Financial Services N A
Virginia
$3.59M -$82.2K -184 -2%
MCC
669
Money Concepts Capital
Florida
$3.58M +$159K +356 +5%
PGAM
670
Princeton Global Asset Management
New Jersey
$3.56M -$161K -361 -4%
MA
671
Montag & Associates
Georgia
$3.56M +$35.7K +80 +1%
AF
672
Advisornet Financial
Minnesota
$3.55M +$9.83K +22 +0.3%
JCM
673
Jacobi Capital Management
Pennsylvania
$3.55M +$320K +716 +10%
FNBOMD
674
First National Bank of Mount Dora
Florida
$3.55M +$434K +972 +14%
BFG
675
Beacon Financial Group
Texas
$3.53M -$395K -885 -10%
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