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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 %
WDA
701
Wendell David Associates
New Hampshire
$3.29M +$97.4K +218 +3%
WF
702
Welch & Forbes
Massachusetts
$3.28M +$4.02K +9 +0.1%
DWM
703
Dakota Wealth Management
Florida
$3.28M -$111K -249 -3%
HP
704
Hikari Power
Japan
$3.28M – – –
DWM
705
Diversify Wealth Management
Utah
$3.27M +$639K +1,342 +24%
KCPG
706
Kavar Capital Partners Group
Kansas
$3.27M +$134K +299 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
707
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.26M -$4.33M -9,702 -57%
GT
708
Greenleaf Trust
Michigan
$3.24M -$116K -260 -3%
CWP
709
Cyndeo Wealth Partners
Florida
$3.22M +$893 +2 +0%
PWP
710
Principle Wealth Partners
Connecticut
$3.22M -$48.7K -109 -1%
WJWM
711
Williams Jones Wealth Management
New York
$3.2M -$377K -845 -11%
Fisher Asset Management
712
Fisher Asset Management
Washington
$3.2M -$160K -359 -5%
CG
713
Caprock Group
Idaho
$3.17M -$171K -383 -5%
WT
714
Whittier Trust
California
$3.16M +$56.3K +126 +2%
GWSG
715
GPS Wealth Strategies Group
Colorado
$3.15M +$203K +454 +7%
WCM
716
Weik Capital Management
Pennsylvania
$3.14M +$191K +427 +6%
CFO
717
Callan Family Office
Pennsylvania
$3.13M +$5.36K +12 +0.2%
AF
718
Ally Financial
Michigan
$3.13M +$1.79M +4,000 +133%
II
719
IFM Investors
Australia
$3.12M -$78.2K -175 -2%
MWM
720
Mission Wealth Management
California
$3.09M +$932K +2,087 +43%
OAC
721
OMERS Administration Corp
Ontario, Canada
$3.08M -$490K -1,098 -14%
CCB
722
Cutter & Co Brokerage
Missouri
$3.07M +$880K +1,971 +40%
OGC
723
Oak Grove Capital
New Hampshire
$3.06M -$4.14M -9,275 -57%
WP
724
WealthPLAN Partners
Nebraska
$3.06M -$66.1K -148 -2%
FNT
725
First National Trust
Pennsylvania
$3.06M -$522K -1,168 -15%
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