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Lockheed Martin

2,712 hedge funds and large institutions have $83.1B invested in Lockheed Martin in 2025 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 983 increasing their positions, 1,045 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $84.9B → $83.1B (-$1.78B)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,045

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
2,712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55B
Puts
$1.48B
Net Calls
Net Calls Change

Top Sellers

1 -$496M
2 -$394M
3 -$316M
4
State Street
State Street
Massachusetts
-$250M
5
Citadel Advisors
Citadel Advisors
Florida
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1001
Woodmont Investment Counsel
Tennessee
$1.74M
AFS
1002
Access Financial Services
Minnesota
$1.74M
SF
1003
Symphony Financial
Texas
$1.73M
BLC
1004
Brown, Lisle/Cummings
Rhode Island
$1.72M
SR
1005
Syntax Research
Florida
$1.72M
VAS
1006
Vestmark Advisory Solutions
Massachusetts
$1.71M
CF
1007
Centaurus Financial
California
$1.71M
SVWAG
1008
Sound View Wealth Advisors Group
Georgia
$1.7M
PMG
1009
Private Management Group
California
$1.7M
SS
1010
Sunbelt Securities
Texas
$1.69M
CW
1011
CreativeOne Wealth
Kansas
$1.69M
WAL
1012
W Advisors LLC
Tennessee
$1.69M
CLOS
1013
Compagnie Lombard Odier SCmA
Switzerland
$1.68M
MWC
1014
MBM Wealth Consultants
Missouri
$1.68M
MWM
1015
Modern Wealth Management
Kansas
$1.68M
MSFS
1016
Main Street Financial Solutions
Pennsylvania
$1.68M
CCG
1017
Coastwise Capital Group
California
$1.67M
BOPW
1018
Brandywine Oak Private Wealth
Pennsylvania
$1.67M
DE
1019
Diversified Enterprises
Delaware
$1.67M
OPA
1020
Old Port Advisors
Maine
$1.67M
IBOK
1021
Independence Bank of Kentucky
Kentucky
$1.67M
AMIM
1022
Aull & Monroe Investment Management
Alabama
$1.66M
CFWMA
1023
Center for Wealth Management Advisory
Ohio
$1.66M
FHA
1024
Flagship Harbor Advisors
Massachusetts
$1.65M
FFA
1025
Fortune Financial Advisors
Kansas
$1.65M