LMT icon

Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
701
Lyell Wealth Management
California
$3.78M -$873K -1,797 -19%
TW
702
TritonPoint Wealth
Maryland
$3.77M -$431K -886 -10%
EF
703
Empirical Finance
Pennsylvania
$3.74M -$53.5K -110 -1%
MCM
704
McDonough Capital Management
Florida
$3.74M +$262K +540 +8%
MCC
705
Money Concepts Capital
Florida
$3.72M +$41.3K +85 +1%
RWM
706
Ritholtz Wealth Management
New York
$3.69M +$424K +873 +13%
DWM
707
Dakota Wealth Management
Florida
$3.69M -$173K -355 -4%
SIA
708
Sit Investment Associates
Minnesota
$3.69M -$462K -950 -11%
WAOTB
709
Wealth Advisors of Tampa Bay
Florida
$3.68M +$1.07M +2,194 +41%
PFS
710
Physicians Financial Services
North Carolina
$3.67M +$97.2K +200 +3%
HWAM
711
Hennion & Walsh Asset Management
New Jersey
$3.67M +$945K +1,945 +35%
Fisher Asset Management
712
Fisher Asset Management
Washington
$3.66M +$381K +785 +12%
GI
713
GS Investments
Minnesota
$3.66M -$415K -853 -10%
GT
714
Greenleaf Trust
Michigan
$3.65M +$63.7K +131 +2%
CG
715
Caprock Group
Idaho
$3.64M +$116K +238 +3%
VA
716
Vident Advisory
Georgia
$3.62M +$355K +730 +11%
HP
717
Hikari Power
Japan
$3.57M – – –
WF
718
Welch & Forbes
Massachusetts
$3.56M +$30.6K +63 +0.9%
PWP
719
Principle Wealth Partners
Connecticut
$3.56M +$67.1K +138 +2%
CGH
720
Crossmark Global Holdings
Texas
$3.53M +$75.3K +155 +2%
AC
721
Asio Capital
Kentucky
$3.52M -$58.3K -120 -2%
HCM
722
Hengehold Capital Management
Ohio
$3.52M -$8.75K -18 -0.2%
JCM
723
Jacobi Capital Management
Pennsylvania
$3.51M +$144K +296 +4%
FSA
724
Franklin Street Advisors
North Carolina
$3.51M -$11.7M -24,100 -77%
SAM
725
Synergy Asset Management
Washington
$3.51M +$3.51M +7,243 New
27 28
29
30 31