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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 %
CCA
1001
Cobblestone Capital Advisors
New York
$1.66M -$79.1K -177 -5%
SCM
1002
SCS Capital Management
Massachusetts
$1.66M +$1.66M +3,709 New
MSA
1003
MUFG Securities Americas
New York
$1.66M +$265K +593 +19%
CC
1004
Centiva Capital
New York
$1.65M +$1.36M +3,038 +456%
IAIM
1005
International Assets Investment Management
Florida
$1.65M +$91.1K +204 +6%
CWM
1006
Cornerstone Wealth Management
Missouri
$1.65M +$365K +817 +28%
AFS
1007
Access Financial Services
Minnesota
$1.64M +$109K +245 +7%
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$1.64M – – –
SVWAG
1009
Sound View Wealth Advisors Group
Georgia
$1.64M +$31.3K +70 +2%
WIC
1010
Woodmont Investment Counsel
Tennessee
$1.64M -$8.35M -18,694 -84%
WQ
1011
Wealth Quarterback
New Jersey
$1.63M +$510K +1,141 +45%
CIP
1012
Convergence Investment Partners
Florida
$1.63M -$34.4K -77 -2%
AW
1013
Alteri Wealth
California
$1.63M -$20.6K -46 -1%
IAMOG
1014
Investors Asset Management of Georgia
Georgia
$1.62M -$35.7K -80 -2%
NWMG
1015
Nicholson Wealth Management Group
South Carolina
$1.62M +$33.5K +75 +2%
NF
1016
Nvest Financial
New Hampshire
$1.62M +$10.3K +23 +0.6%
PA
1017
Probity Advisors
Texas
$1.62M +$35.7K +80 +2%
CA
1018
Claro Advisors
Massachusetts
$1.62M -$138K -308 -8%
WTC
1019
WhitTier Trust Company
Nevada
$1.61M -$30.4K -68 -2%
TWM
1020
Thrive Wealth Management
Pennsylvania
$1.61M -$103K -230 -6%
ICM
1021
Islay Capital Management
Texas
$1.61M -$75K -168 -4%
VF
1022
Vest Financial
Virginia
$1.61M +$653K +1,462 +68%
VAM
1023
Verity Asset Management
North Carolina
$1.61M +$592K +1,325 +58%
CHJWM
1024
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.61M -$6.68K -14 -0.4%
PIA
1025
Pollock Investment Advisors
Michigan
$1.61M -$17.9K -40 -1%
39 40
41
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