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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 %
SAM
851
Secure Asset Management
Michigan
$2.31M +$402K +899 +21%
PA
852
Procyon Advisors
Connecticut
$2.29M +$384K +896 +20%
MFG
853
Magnus Financial Group
New York
$2.28M +$43.8K +98 +2%
SW
854
Simplicity Wealth
New Jersey
$2.28M +$1.61M +3,605 +240%
RA
855
RFG Advisory
Alabama
$2.27M +$206K +462 +10%
CAC
856
Certified Advisory Corp
Florida
$2.26M -$208K -465 -8%
DIA
857
Dean Investment Associates
Ohio
$2.25M -$258K -577 -10%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$2.24M -$102K -228 -4%
BMA
859
Brooks Moore & Associates
Tennessee
$2.24M -$60.3K -135 -3%
RF
860
Robbins Farley
New Hampshire
$2.23M -$11.6K -26 -0.5%
RMC
861
Resources Management Corp
Connecticut
$2.23M -$253K -567 -10%
CRC
862
Curi RMB Capital
Illinois
$2.22M -$233K -522 -9%
FTWA
863
Fifth Third Wealth Advisors
Ohio
$2.22M +$471K +1,054 +27%
KFC
864
Klingenstein Fields & Co
New York
$2.2M -$8.49K -19 -0.4%
FC
865
FCA Corp
Texas
$2.2M +$5.36K +12 +0.2%
ATIA
866
American Trust Investment Advisors
New Hampshire
$2.2M +$2.2M +4,925 New
AWA
867
Arete Wealth Advisors
Illinois
$2.2M -$20.1K -45 -0.9%
CCMG
868
Clark Capital Management Group
Pennsylvania
$2.19M +$77.3K +173 +4%
CW
869
CreativeOne Wealth
Kansas
$2.18M -$1.71M -3,836 -44%
ATS
870
Ashton Thomas Securities
New York
$2.18M +$66.6K +149 +3%
GW
871
Griffith & Werner
Georgia
$2.17M +$337K +755 +18%
SCM
872
Sterling Capital Management
North Carolina
$2.17M -$90.2K -202 -4%
Massachusetts Financial Services
873
Massachusetts Financial Services
Massachusetts
$2.17M +$1.43M +3,197 +194%
ABTD
874
Arvest Bank Trust Division
Oklahoma
$2.17M -$38K -85 -2%
CAG
875
Crestwood Advisors Group
Massachusetts
$2.16M +$33.5K +75 +2%
33 34
35
36 37