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Lockheed Martin
LMT

2,692 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 1,064 increasing their positions, 930 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 214

14% more repeat investments, than reductions

Existing positions increased: 1,064 | Existing positions reduced: 930

4% more funds holding

Funds holding: 2,599 → 2,692 (+93)

0.09% more ownership

Funds ownership: 73.7% → 73.8% (+0.09%)

10% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.99B

14% less capital invested

Capital invested by funds: $102B → $87B (-$14.7B)

43% less funds holding in top 10

Funds holding in top 10: 75 → 43 (-32)

Holders
2,692
Holders Change
+93
Holders Change %
+3.58%
% of All Funds
35.45%
Holding in Top 10
43
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-42.67%
% of All Funds
0.57%
New
355
Increased
1,064
Reduced
930
Closed
214
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$617M
2
VanEck Associates
VanEck Associates
New York
+$277M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$258M
4
Squarepoint
Squarepoint
New York
+$237M
5
DFG
Demars Financial Group
Washington
+$236M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$848M
2
BlackRock
BlackRock
New York
-$601M
3
Wells Fargo
Wells Fargo
California
-$300M
4
Barclays
Barclays
United Kingdom
-$265M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
SeaCrest Wealth Management
New York
$1.86M +$105K +192 +5%
IAG
1002
Investmark Advisory Group
Connecticut
$1.86M +$2.08M +3,820 New
SAG
1003
SageView Advisory Group
California
$1.85M +$269K +493 +15%
LCM
1004
LCM Capital Management
Illinois
$1.84M +$5.45K +10 +0.3%
DAS
1005
DMKC Advisory Services
Iowa
$1.84M +$2.06M +3,787 New
BWM
1006
BigSur Wealth Management
Florida
$1.84M -$1.09M -2,000 -35%
ICM
1007
Islay Capital Management
Texas
$1.84M +$1.64K +3 +0.1%
GWAG
1008
Garrett Wealth Advisory Group
Texas
$1.83M +$8.18K +15 +0.4%
MTC
1009
Matrix Trust Company
Colorado
$1.83M +$7.63K +14 +0.4%
PWM
1010
PBMares Wealth Management
Virginia
$1.82M +$12K +22 +0.6%
AAM
1011
Aureus Asset Management
Massachusetts
$1.82M -$1.09K -2 -0.1%
CIP
1012
Convergence Investment Partners
Florida
$1.81M -$868K -1,593 -30%
WAC
1013
William Allan Corp
Colorado
$1.81M +$14.7K +27 +0.7%
IAMOG
1014
Investors Asset Management of Georgia
Georgia
$1.8M – – –
PFA
1015
Pure Financial Advisors
California
$1.8M -$69.8K -128 -3%
WAS
1016
WESPAC Advisors SoCal
California
$1.8M -$26.7K -49 -1%
PP
1017
Pacifica Partners
Canada
$1.8M +$1.09K +2 +0.1%
Vontobel Holding
1018
Vontobel Holding
Switzerland
$1.8M +$983K +1,804 +95%
AW
1019
Alteri Wealth
California
$1.8M +$2.02M +3,699 New
CCMW
1020
Cypress Capital Management (Wyoming)
Wyoming
$1.8M -$164K -300 -8%
CICC
1021
Capital Investment Counsel (Colorado)
Colorado
$1.79M – – –
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$1.79M – – –
WTC
1023
WhitTier Trust Company
Nevada
$1.79M -$22.9K -42 -1%
LI
1024
LRI Investments
Florida
$1.79M – – –
AIM
1025
Acropolis Investment Management
Missouri
$1.79M -$157K -288 -7%
39 40
41
42 43

LMT Hedge Fund Activity: Q4 2024 in Review

2,692 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2024, worth a combined $87B — down 14% from $102B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new LMT positions and 214 closed out — a net gain of 141 holders — while 1,064 added to existing stakes and 930 trimmed.

The largest buyer was Charles Schwab, adding an estimated $617M. The largest seller was International Assets Investment Management, cutting an estimated $848M.

  • 2,692 institutional investors held Lockheed Martin (LMT) as of Q4 2024, up from 2,599 in Q3 2024.
  • Funds reported $87B of Lockheed Martin stock for Q4 2024, down 14% quarter-over-quarter.
  • 355 funds opened new Lockheed Martin positions in Q4 2024 and 214 closed out, a net change of +141 holders.
  • The largest Lockheed Martin buyer in Q4 2024 was Charles Schwab, an estimated $617M added.
  • The largest Lockheed Martin seller in Q4 2024 was International Assets Investment Management, an estimated $848M sold.

Based on aggregated 13F filings for Q4 2024.