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Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
1426
Key Financial Inc
Pennsylvania
$861K -$17K -35 -2%
FC
1427
Forte Capital
New York
$859K +$179K +368 +26%
API
1428
Asset Planning Inc
California
$859K +$859K +1,768 New
SDAM
1429
Shulman DeMeo Asset Management
New York
$857K -$64.6K -133 -7%
RB
1430
Renasant Bank
Mississippi
$857K +$93.8K +193 +12%
HI
1431
Hudock Inc
Pennsylvania
$853K +$1.46K +3 +0.2%
DFA
1432
Delta Financial Advisors
Louisiana
$853K +$12.1K +25 +1%
CWMGO
1433
Capstone Wealth Management Group (Oregon)
Oregon
$853K +$853K +1,755 New
CNTOF
1434
Canandaigua National Trust of Florida
New York
$851K -$99.6K -205 -10%
CGL
1435
Clarius Group LLC
Washington
$851K +$29.2K +60 +4%
RG
1436
Renaissance Group
Kentucky
$851K -$16K -33 -2%
NFA
1437
Northwest Financial Advisors
Virginia
$848K +$972 +2 +0.1%
T. Rowe Price Investment Management
1438
T. Rowe Price Investment Management
Maryland
$841K +$9.24K +19 +1%
KA
1439
Klingman & Associates
New York
$840K – – –
WGC
1440
Watts Gwilliam & Co
Arizona
$838K +$1.86K +4 +0.2%
LFA
1441
Legacy Financial Advisors
Kentucky
$837K -$509K -1,048 -38%
TCA
1442
Transcend Capital Advisors
New Jersey
$835K +$47.6K +98 +6%
FBC
1443
Fairfield, Bush & Co
Connecticut
$832K +$44.7K +92 +6%
CIC
1444
Chilton Investment Company
Connecticut
$832K -$2.76M -5,677 -77%
GA
1445
Goldstein Advisors
Wisconsin
$831K -$1.46K -3 -0.2%
BCM
1446
Becker Capital Management
Oregon
$830K – – –
WKSWA
1447
White Knight Strategic Wealth Advisors
New Jersey
$829K +$415K +853 +100%
MFG
1448
MidWestOne Financial Group
Iowa
$828K -$48.6K -100 -6%
SHA
1449
Seneca House Advisors
Virginia
$826K -$36K -74 -4%
EGWAG
1450
Elwood & Goetz Wealth Advisory Group
Georgia
$824K -$20.4K -42 -2%
56 57
58
59 60