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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 %
MAM
976
Milestone Asset Management
Pennsylvania
$1.96M -$255K -525 -12%
CAG
977
Csenge Advisory Group
Florida
$1.96M -$217K -446 -10%
MTIM
978
Marathon Trading Investment Management
Pennsylvania
$1.94M +$1.94M +4,000 New
BJL
979
Brighton Jones LLC
Washington
$1.94M +$92.8K +191 +5%
HI
980
Horizon Investments
North Carolina
$1.94M +$36.4K +75 +2%
JWM
981
JGP Wealth Management
Oregon
$1.93M +$29.6K +61 +2%
ORG
982
Optimist Retirement Group
Washington
$1.93M -$45.2K -93 -2%
WSCM
983
Wellington Shields Capital Management
New York
$1.92M +$972 +2 +0.1%
IAS
984
Insigneo Advisory Services
Florida
$1.91M +$36K +74 +2%
CA
985
Claro Advisors
Massachusetts
$1.91M -$176K -363 -8%
BG
986
Bollard Group
Massachusetts
$1.91M – – –
PWM
987
Parkshore Wealth Management
California
$1.9M +$1.9M +3,909 New
FTWA
988
Fifth Third Wealth Advisors
Ohio
$1.9M +$200K +411 +12%
ECP
989
Epacria Capital Partners
Colorado
$1.9M – – –
CCA
990
Cobblestone Capital Advisors
New York
$1.89M -$47.1K -97 -2%
VA
991
Valmark Advisers
Ohio
$1.89M +$71.4K +147 +4%
MW
992
Maia Wealth
Colorado
$1.89M +$4.03K +8 +0.2%
BP
993
Ballentine Partners
Massachusetts
$1.88M +$50.5K +104 +3%
TWM
994
Thrive Wealth Management
Pennsylvania
$1.87M +$34K +70 +2%
SWM
995
SeaCrest Wealth Management
New York
$1.86M +$93.3K +192 +5%
IAG
996
Investmark Advisory Group
Connecticut
$1.86M +$1.86M +3,820 New
SAG
997
SageView Advisory Group
California
$1.85M +$240K +493 +15%
LCM
998
LCM Capital Management
Illinois
$1.84M +$4.86K +10 +0.3%
DAS
999
DMKC Advisory Services
Iowa
$1.84M +$1.84M +3,787 New
BWM
1000
BigSur Wealth Management
Florida
$1.84M -$972K -2,000 -35%
38 39
40
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