LMT icon

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 %
EI
826
Ethic Inc
New York
$2.43M +$218K +487 +10%
CCM
827
Coldstream Capital Management
Washington
$2.43M -$3.14M -7,023 -56%
DAC
828
Dividend Assets Capital
South Carolina
$2.42M -$380K -850 -14%
AAS
829
Ameritas Advisory Services
Nebraska
$2.41M -$613K -1,308 -20%
CC
830
Cypress Capital
Tennessee
$2.4M +$76.8K +172 +3%
DGM
831
Delta Global Management
New York
$2.4M +$2.4M +5,367 New
AIP
832
Ameritas Investment Partners
Nebraska
$2.4M -$12.1K -27 -0.5%
VCA
833
Verdence Capital Advisors
Maryland
$2.39M -$282K -631 -11%
PPWP
834
Premier Path Wealth Partners
New Jersey
$2.39M -$85.3K -191 -3%
MAS
835
Meeder Advisory Services
Ohio
$2.39M +$158K +354 +7%
DAS
836
Diversify Advisory Services
Utah
$2.38M -$2.83M -5,951 -54%
MFIM
837
Mesirow Financial Investment Management
Illinois
$2.38M +$353K +790 +17%
FHWM
838
Fox Hill Wealth Management
Massachusetts
$2.38M +$503K +1,127 +27%
PT
839
Plimoth Trust
Massachusetts
$2.37M +$194K +434 +9%
GIA
840
Gladstone Institutional Advisory
Florida
$2.37M -$210K -470 -8%
KCM
841
Kerusso Capital Management
North Carolina
$2.36M +$59.4K +133 +3%
BCFD
842
Boit C.F. David
$2.35M – – –
MC
843
Machina Capital
France
$2.34M +$1.4M +3,126 +148%
WA1
844
Wimmer Associates 1
California
$2.34M -$188K -408 -7%
MWM
845
Meridian Wealth Management
Kentucky
$2.34M -$382K -855 -14%
MWP
846
MYCIO Wealth Partners
Pennsylvania
$2.34M – – –
LK
847
Lumbard & Kellner
New Hampshire
$2.33M -$2.51M -5,625 -52%
BWG
848
Boomfish Wealth Group
Georgia
$2.33M +$122K +273 +6%
BCP
849
Blue Chip Partners
Michigan
$2.33M -$104K -232 -4%
FIA
850
Foundations Investment Advisors
Arizona
$2.31M -$7.26M -16,257 -76%
32 33
34
35 36