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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 %
CWM
876
Centric Wealth Management
Illinois
$2.15M +$791K +1,770 +58%
SC
877
SouthState Corp
Florida
$2.14M +$546K +1,223 +34%
MWA
878
MFA Wealth Advisors
Pennsylvania
$2.13M +$267K +598 +14%
SF
879
Summit Financial
New Jersey
$2.13M -$40.2K -90 -2%
TFS
880
Thoroughbred Financial Services
Tennessee
$2.13M -$220K -492 -9%
PI
881
Pachira Investments
California
$2.13M +$6.62K +15 +0.3%
MAM
882
Mystic Asset Management
Rhode Island
$2.12M +$15.6K +35 +0.7%
BL
883
BFSG LLC
California
$2.12M +$35.3K +79 +2%
GSB
884
Greenfield Savings Bank
Massachusetts
$2.11M -$22.8K -51 -1%
RC
885
Roundview Capital
New Jersey
$2.1M -$565K -1,266 -21%
KHCM
886
Kirtland Hills Capital Management
Ohio
$2.1M +$165K +356 +9%
Capstone Investment Advisors
887
Capstone Investment Advisors
New York
$2.1M +$1.28M +2,858 +154%
SFS
888
Sowell Financial Services
Arkansas
$2.1M +$2.1M +4,702 New
HNW
889
High Note Wealth
Minnesota
$2.09M -$76.4K -171 -4%
BBA
890
BLB&B Advisors
Pennsylvania
$2.09M -$9.38M -21,001 -82%
SSWM
891
Smith Salley Wealth Management
North Carolina
$2.09M -$7.15K -16 -0.3%
LF
892
Lantz Financial
Illinois
$2.09M -$98.7K -221 -5%
LPT
893
Legacy Private Trust
Wisconsin
$2.09M -$1.59M -3,562 -43%
GIA
894
Guyasuta Investment Advisors
Pennsylvania
$2.08M -$117K -261 -5%
CCA
895
Checchi Capital Advisers
California
$2.08M +$49.6K +111 +2%
ORG
896
Optimist Retirement Group
Washington
$2.08M +$306K +684 +17%
FFS
897
Flavin Financial Services
Florida
$2.06M +$163K +364 +9%
BCA
898
Bay Colony Advisors
Massachusetts
$2.06M +$25.2K +57 +1%
IAG
899
Investmark Advisory Group
Connecticut
$2.05M +$344K +770 +20%
SSB
900
Sandy Spring Bank
Maryland
$2.04M -$30.8K -69 -1%
34 35
36
37 38