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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 %
MA
1301
MONECO Advisors
Connecticut
$924K -$51.4K -115 -5%
DP
1302
Dearborn Partners
Illinois
$923K -$122K -273 -12%
SHA
1303
Seneca House Advisors
Virginia
$922K +$162K +363 +21%
FSA
1304
Financial Security Advisor
Virginia
$920K -$46K -103 -5%
SA
1305
Strategic Advisors
New York
$918K -$1.34K -3 -0.1%
OCBCO
1306
Oversea-Chinese Banking Corp (OCBC)
Singapore
$917K +$575K +1,294 +168%
FWM
1307
Forza Wealth Management
Florida
$911K -$44.7K -100 -5%
SC
1308
Savoie Capital
Illinois
$905K – – –
SMG
1309
Smart Money Group
Texas
$904K +$256K +574 +40%
TWP
1310
Triad Wealth Partners
Kansas
$900K -$121K -271 -12%
MM
1311
MQS Management
New York
$899K +$672K +1,504 +295%
CCA
1312
Cypress Capital Advisors
Tennessee
$896K +$19.7K +44 +2%
OHWP
1313
Oak Harbor Wealth Partners
North Carolina
$895K +$441K +988 +97%
GL
1314
Graypoint LLC
New York
$895K -$127K -285 -12%
WC
1315
Wynn Capital
Georgia
$893K -$82.6K -185 -8%
BMCM
1316
Bryn Mawr Capital Management
Pennsylvania
$893K -$58.5K -131 -6%
MADFP
1317
Michael A Dubis Financial Planning
Wisconsin
$893K – – –
OIM
1318
Opus Investment Management
Massachusetts
$893K – – –
CCG
1319
Ceeto Capital Group
Florida
$893K – – –
HAIM
1320
Hunter Associates Investment Management
Pennsylvania
$888K -$4.46K -10 -0.5%
CNTOF
1321
Canandaigua National Trust of Florida
New York
$884K +$101K +227 +13%
VA
1322
VestGen Advisors
Illinois
$884K +$884K +1,979 New
EHWM
1323
Eads & Heald Wealth Management
Georgia
$884K -$51.4K -115 -5%
HCA
1324
Harbour Capital Advisors
Virginia
$884K – – –
DFG
1325
Demars Financial Group
Washington
$881K -$89.3K -39,898 -9%
51 52
53
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