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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 %
LIG
1026
Lokken Investment Group
Delaware
$1.6M +$110K +247 +7%
IJWM
1027
Inman Jager Wealth Management
Mississippi
$1.58M +$161K +361 +11%
CGH
1028
Crossmark Global Holdings
Texas
$1.58M -$1.67M -3,730 -51%
BIM
1029
Baldwin Investment Management
Pennsylvania
$1.58M +$198K +444 +14%
SAG
1030
SageView Advisory Group
California
$1.58M -$123K -276 -7%
HCM
1031
Howard Capital Management
Georgia
$1.57M +$13.9K +31 +0.9%
AW
1032
Alaethes Wealth
Nevada
$1.57M +$60.7K +136 +4%
WAL
1033
W Advisors LLC
Tennessee
$1.56M +$7.15K +16 +0.5%
BLC
1034
Brown, Lisle/Cummings
Rhode Island
$1.56M +$27.2K +61 +2%
FCCM
1035
First City Capital Management
Georgia
$1.55M +$12.5K +28 +0.8%
MWA
1036
Moser Wealth Advisors
Washington
$1.54M +$65.7K +147 +4%
JF
1037
Jump Financial
Illinois
$1.54M -$21.6M -48,301 -93%
SHFP
1038
Second Half Financial Partners
Florida
$1.53M -$454K -1,016 -23%
GA
1039
GoalVest Advisory
New York
$1.52M +$368K +823 +32%
LAI
1040
Legal Advantage Investments
California
$1.52M – – –
JE
1041
JMAC Enterprises
Pennsylvania
$1.51M -$1.34M -2,998 -47%
BP
1042
Ballentine Partners
Massachusetts
$1.51M -$220K -493 -13%
NHT
1043
New Hampshire Trust
New Hampshire
$1.51M +$23.7K +53 +2%
HIA
1044
Harvest Investment Advisors
Florida
$1.5M +$22.3K +50 +2%
FMC
1045
First Merchants Corp
Indiana
$1.5M -$5.74M -12,845 -79%
CFG
1046
Copley Financial Group
California
$1.5M – – –
RF
1047
Roxbury Financial
New Jersey
$1.5M -$5.86K -13 -0.4%
VI
1048
Versor Investments
New York
$1.5M +$46.9K +105 +3%
RIA
1049
Richwood Investment Advisors
Ohio
$1.5M -$46.9K -105 -3%
FWM
1050
Finer Wealth Management
Massachusetts
$1.5M +$82.7K +185 +6%
40 41
42
43 44